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Bartlett & Co Wealth Management’s CMS Energy CMS Stock Holding History

Bartlett & Co 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
Q1 		$5.3K Buy
70
+37
+112% +$2.75K ﹤0.01% 1014
2025
Q4 		$2.31K Hold
33
– – ﹤0.01% 1113
2025
Q3 		$2.42K Buy
+33
New +$2.37K ﹤0.01% 1091
2021
Q1 		– Sell
-21
Closed -$1.28K – 1121
2020
Q4 		$1.28K Buy
+21
New +$1.31K ﹤0.01% 1003

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co Wealth Management's CMS Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its CMS Energy (CMS) stake by 112% in Q1 2026, buying an estimated $2.75K and bringing the position to 70 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Bartlett & Co Wealth Management first reported a position in CMS in Q4 2020 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Bartlett & Co Wealth Management held 70 shares of CMS Energy worth $5.3K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 37 CMS Energy shares in Q1 2026, an estimated $2.75K.
  • CMS Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1014 holding.
  • Bartlett & Co Wealth Management first reported a position in CMS Energy in Q4 2020 and has held it in 4 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.