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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
Q2 		$5.2K Sell
68
-2
-3% -$150 ﹤0.01% 1089
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 $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

Bartlett & Co Wealth Management's CMS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its CMS Energy (CMS) stake by 2.9% in Q2 2026, selling an estimated $150 and leaving 68 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Bartlett & Co Wealth Management first reported a position in CMS in Q4 2020 and has held it in 5 quarters since. The position peaked at $5.3K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bartlett & Co Wealth Management held 68 shares of CMS Energy worth $5.2K as of Q2 2026.
  • Bartlett & Co Wealth Management sold 2 CMS Energy shares in Q2 2026, an estimated $150.
  • CMS Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1089 holding.
  • Bartlett & Co Wealth Management first reported a position in CMS Energy in Q4 2020 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's CMS Energy position peaked at $5.3K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.