Beaird Harris Wealth Management’s CMS Energy CMS Stock Holding History

Beaird Harris 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
2025 Q4	–	Sell	-17	Closed	-$1.23K	–	718
2025 Q3	$1.23K	Buy	+17	New	+$1.22K	﹤0.01%	558
2025 Q1	–	Sell	-387	Closed	-$25.8K	–	515
2024 Q4	$25.8K	Hold	387	–	–	﹤0.01%	292
2024 Q3	$27.3K	Sell	387 -792	-67%	-$52K	﹤0.01%	275
2024 Q2	$70.2K	Hold	1,179	–	–	0.01%	190
2024 Q1	$71.1K	Hold	1,179	–	–	0.01%	177
2023 Q4	$68.5K	Hold	1,179	–	–	0.01%	168
2023 Q3	$62.6K	Hold	1,179	–	–	0.01%	159
2023 Q2	$69.3K	Hold	1,179	–	–	0.01%	150
2023 Q1	$72.4K	Sell	1,179 -208	-15%	-$12.8K	0.01%	145
2022 Q4	$87.8K	Buy	1,387 +153	+12%	+$9.05K	0.02%	141
2022 Q3	$72K	Buy	1,234 +1,088	+745%	+$73.2K	0.02%	137
2022 Q2	$10K	Sell	146 -942	-87%	-$65K	﹤0.01%	247
2022 Q1	$76K	Buy	+1,088	New	+$70.6K	0.03%	156

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Beaird Harris Wealth Management's CMS Position: Q4 2025 in Review

Beaird Harris Wealth Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 17 shares — an estimated $1.23K sold.

Beaird Harris Wealth Management first reported a position in CMS in Q1 2022 and held it in 13 quarters. The position peaked at $87.8K in Q4 2022. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Beaird Harris Wealth Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Beaird Harris Wealth Management sold 17 CMS Energy shares in Q4 2025, an estimated $1.23K.
Beaird Harris Wealth Management first reported a position in CMS Energy in Q1 2022 and held it in 13 quarters.
Beaird Harris Wealth Management's CMS Energy position peaked at $87.8K in Q4 2022.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2025, filed 23 Feb 2026.