Aprio Wealth Management
CMS icon

Aprio Wealth Management’s CMS Energy CMS Stock Holding History

Aprio 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
Q3 		– Sell
-3,948
Closed -$302K – 647
2026
Q2 		$302K Buy
3,948
+461
+13% +$34.6K 0.01% 505
2026
Q1 		$271K Buy
+3,487
New +$259K 0.01% 512

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Aprio Wealth Management's CMS Position: Q3 2026 in Review

Aprio Wealth Management sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 3,948 shares — an estimated $302K sold.

Aprio Wealth Management first reported a position in CMS in Q1 2026 and held it in 2 quarters. The position peaked at $302K in Q2 2026. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Aprio Wealth Management reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 3,948 CMS Energy shares in Q3 2026, an estimated $302K.
  • Aprio Wealth Management first reported a position in CMS Energy in Q1 2026 and held it in 2 quarters.
  • Aprio Wealth Management's CMS Energy position peaked at $302K in Q2 2026.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.