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Braeburn Wealth Management’s CMS Energy CMS Stock Holding History

Braeburn 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 		$893K Sell
11,668
-841
-7% -$63K 0.38% 51
2026
Q1 		$970K Buy
12,509
+246
+2% +$18.3K 0.55% 36
2025
Q4 		$858K Buy
+12,263
New +$892K 0.44% 37

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

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

Braeburn Wealth Management reduced its CMS Energy (CMS) stake by 6.7% in Q2 2026, selling an estimated $63K and leaving 11,668 shares worth $893K. The position accounts for 0.38% of the portfolio, ranked #51.

Braeburn Wealth Management first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $970K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Braeburn Wealth Management held 11,668 shares of CMS Energy worth $893K as of Q2 2026.
  • Braeburn Wealth Management sold 841 CMS Energy shares in Q2 2026, an estimated $63K.
  • CMS Energy made up 0.38% of Braeburn Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Braeburn Wealth Management first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Braeburn Wealth Management's CMS Energy position peaked at $970K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.