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Bernard Wealth Management’s CMS Energy CMS Stock Holding History

Bernard 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 		$73.6K Hold
962
– – 0.03% 119
2026
Q1 		$74.6K Hold
962
– – 0.03% 112
2025
Q4 		$67.3K Hold
962
– – 0.03% 113
2025
Q3 		$70.5K Hold
962
– – 0.03% 114
2025
Q2 		$66.6K Hold
962
– – 0.03% 111
2025
Q1 		$72.3K Buy
+962
New +$67.2K 0.04% 102

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

Bernard Wealth Management's CMS Position: Q2 2026 in Review

Bernard Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 962 shares worth $73.6K. The position accounts for 0.03% of the portfolio, ranked #119.

Bernard Wealth Management first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $74.6K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bernard Wealth Management held 962 shares of CMS Energy worth $73.6K as of Q2 2026.
  • Bernard Wealth Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.03% of Bernard Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Bernard Wealth Management first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • Bernard Wealth Management's CMS Energy position peaked at $74.6K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.