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AE Wealth Management’s CMS Energy CMS Stock Holding History

AE Wealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.6M Buy
400,653
+110,518
+38% +$8.28M 0.14% 148
2026
Q1 		$22.5M Buy
290,135
+37,361
+15% +$2.77M 0.12% 183
2025
Q4 		$17.7M Buy
252,774
+8,609
+4% +$626K 0.1% 203
2025
Q3 		$17.9M Buy
244,165
+13,481
+6% +$968K 0.11% 191
2025
Q2 		$16M Sell
230,684
-12,135
-5% -$865K 0.12% 193
2025
Q1 		$18.2M Buy
242,819
+27,224
+13% +$1.9M 0.15% 164
2024
Q4 		$14.4M Buy
215,595
+12,752
+6% +$877K 0.12% 187
2024
Q3 		$14.3M Buy
202,843
+75
+0% +$4.92K 0.13% 173
2024
Q2 		$12.1M Buy
202,768
+9,562
+5% +$579K 0.12% 201
2024
Q1 		$11.7M Sell
193,206
-41,324
-18% -$2.39M 0.13% 199
2023
Q4 		$13.2M Sell
234,530
-32,765
-12% -$1.83M 0.07% 333
2023
Q3 		$14.2M Sell
267,295
-15,593
-6% -$903K 0.08% 286
2023
Q2 		$16.6M Sell
282,888
-485
-0.2% -$29.3K 0.1% 240
2023
Q1 		$17.4M Buy
283,373
+88,095
+45% +$5.42M 0.11% 222
2022
Q4 		$12.4M Buy
195,278
+53,297
+38% +$3.15M 0.09% 267
2022
Q3 		$8.27M Buy
141,981
+44,908
+46% +$3.02M 0.07% 319
2022
Q2 		$6.55M Buy
97,073
+33,426
+53% +$2.31M 0.05% 364
2022
Q1 		$4.45M Buy
63,647
+11,468
+22% +$744K 0.03% 476
2021
Q4 		$3.39M Buy
52,179
+5,197
+11% +$319K 0.02% 531
2021
Q3 		$2.81M Buy
46,982
+6,984
+17% +$436K 0.02% 531
2021
Q2 		$2.36M Buy
39,998
+15,781
+65% +$981K 0.02% 584
2021
Q1 		$1.48M Buy
24,217
+3,284
+16% +$189K 0.02% 656
2020
Q4 		$1.28M Buy
20,933
+15,928
+318% +$996K 0.01% 638
2020
Q3 		$307K Buy
5,005
+219
+5% +$13.4K ﹤0.01% 1030
2020
Q2 		$280K Sell
4,786
-4,457
-48% -$258K ﹤0.01% 1044
2020
Q1 		$543K Buy
9,243
+2,700
+41% +$173K 0.01% 654
2019
Q4 		$411K Buy
+6,543
New +$408K 0.01% 798

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AE Wealth Management's CMS Position: Q2 2026 in Review

AE Wealth Management increased its CMS Energy (CMS) stake by 38% in Q2 2026, buying an estimated $8.28M and bringing the position to 400,653 shares worth $30.6M. The position accounts for 0.14% of the portfolio, ranked #148.

AE Wealth Management first reported a position in CMS in Q4 2019 and has held it in 27 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • AE Wealth Management held 400,653 shares of CMS Energy worth $30.6M as of Q2 2026.
  • AE Wealth Management bought 110,518 CMS Energy shares in Q2 2026, an estimated $8.28M.
  • CMS Energy made up 0.14% of AE Wealth Management's portfolio in Q2 2026, its #148 holding.
  • AE Wealth Management first reported a position in CMS Energy in Q4 2019 and has held it in 27 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.