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Avion Wealth’s CMS Energy CMS Stock Holding History

Avion Wealth’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 		$12K Buy
163
+57
+54% +$4.27K ﹤0.01% 532
2026
Q1 		$8K Buy
106
+7
+7% +$520 ﹤0.01% 545
2025
Q4 		$6K Buy
99
+13
+15% +$945 ﹤0.01% 611
2025
Q3 		$6K Buy
86
+28
+48% +$2.01K ﹤0.01% 599
2025
Q2 		$4K Buy
58
+3
+5% +$214 ﹤0.01% 656
2025
Q1 		$3K Hold
55
– – ﹤0.01% 625
2024
Q4 		$3K Buy
55
+19
+53% +$1.31K ﹤0.01% 623
2024
Q3 		$2K Buy
36
+8
+29% +$525 ﹤0.01% 663
2024
Q2 		$1K Hold
28
– – ﹤0.01% 701
2024
Q1 		$2K Hold
28
– – ﹤0.01% 652
2023
Q4 		$2K Buy
+28
New +$1.56K ﹤0.01% 543
2023
Q3 		– Sell
-8
Closed – – 850
2023
Q2 		$0 Buy
+8
New +$483 ﹤0.01% 757

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

Avion Wealth's CMS Position: Q2 2026 in Review

Avion Wealth increased its CMS Energy (CMS) stake by 54% in Q2 2026, buying an estimated $4.27K and bringing the position to 163 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Avion Wealth first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Avion Wealth held 163 shares of CMS Energy worth $12K as of Q2 2026.
  • Avion Wealth bought 57 CMS Energy shares in Q2 2026, an estimated $4.27K.
  • CMS Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #532 holding.
  • Avion Wealth first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.