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BKM Wealth Management’s CMS Energy CMS Stock Holding History

BKM 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
-6,911
Closed -$506K – 149
2025
Q3 		$506K Sell
6,911
-3,397
-33% -$244K 0.19% 102
2025
Q2 		$714K Sell
10,308
-309
-3% -$22K 0.28% 87
2025
Q1 		$797K Buy
10,617
+659
+7% +$46K 0.33% 77
2024
Q4 		$664K Buy
9,958
+535
+6% +$36.8K 0.27% 88
2024
Q3 		$666K Buy
9,423
+115
+1% +$7.55K 0.27% 90
2024
Q2 		$554K Sell
9,308
-4,419
-32% -$267K 0.27% 100
2024
Q1 		$828K Buy
13,727
+2,537
+23% +$147K 0.36% 76
2023
Q4 		$650K Buy
+11,190
New +$625K 0.28% 88

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

BKM Wealth Management's CMS Position: Q4 2025 in Review

BKM Wealth Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 6,911 shares — an estimated $506K sold.

BKM Wealth Management first reported a position in CMS in Q4 2023 and held it in 8 quarters. The position peaked at $828K in Q1 2024. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • BKM Wealth Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • BKM Wealth Management sold 6,911 CMS Energy shares in Q4 2025, an estimated $506K.
  • BKM Wealth Management first reported a position in CMS Energy in Q4 2023 and held it in 8 quarters.
  • BKM Wealth Management's CMS Energy position peaked at $828K in Q1 2024.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.