Balance Wealth’s CMS Energy CMS Stock Holding History

Balance 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 Q3	$1.47K	Buy	+23	New	+$1.62K	﹤0.01%	800

Other funds holding CMS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's CMS Position: Q3 2026 in Review

Balance Wealth opened a new position in CMS Energy (CMS) in Q3 2026: 23 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #800 among its holdings.

671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Balance Wealth held 23 shares of CMS Energy worth $1.47K as of Q3 2026.
CMS Energy was a new Balance Wealth position in Q3 2026.
CMS Energy made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #800 holding.
671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.