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Bay Harbor Wealth Management’s CMS Energy CMS Stock Holding History

Bay Harbor 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 		$3.67K Buy
48
+8
+20% +$600 ﹤0.01% 488
2026
Q1 		$3.1K Buy
40
+14
+54% +$1.04K ﹤0.01% 457
2025
Q4 		$1.82K Buy
26
+9
+53% +$655 ﹤0.01% 504
2025
Q3 		$1.25K Buy
17
+5
+42% +$359 ﹤0.01% 471
2025
Q2 		$831 Buy
12
+5
+71% +$356 ﹤0.01% 500
2025
Q1 		$525 Buy
+7
New +$489 ﹤0.01% 421

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

Bay Harbor Wealth Management's CMS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its CMS Energy (CMS) stake by 20% in Q2 2026, buying an estimated $600 and bringing the position to 48 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Bay Harbor Wealth Management first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bay Harbor Wealth Management held 48 shares of CMS Energy worth $3.67K as of Q2 2026.
  • Bay Harbor Wealth Management bought 8 CMS Energy shares in Q2 2026, an estimated $600.
  • CMS Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Bay Harbor Wealth Management first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.