CAWM
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Capital A Wealth Management’s CMS Energy CMS Stock Holding History

Capital A 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
Q2 		$34.5K Buy
594
+574
+2,870% +$40.9K 0.39% 80
2025
Q1 		$1.5K Buy
20
+4
+25% +$279 ﹤0.01% 496
2024
Q4 		$1.07K Buy
+16
New +$1.1K ﹤0.01% 553

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital A Wealth Management's CMS Position: Q2 2025 in Review

Capital A Wealth Management increased its CMS Energy (CMS) stake by 2,870% in Q2 2025, buying an estimated $40.9K and bringing the position to 594 shares worth $34.5K. The position accounts for 0.39% of the portfolio, ranked #80.

Capital A Wealth Management first reported a position in CMS in Q4 2024 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Capital A Wealth Management held 594 shares of CMS Energy worth $34.5K as of Q2 2025.
  • Capital A Wealth Management bought 574 CMS Energy shares in Q2 2025, an estimated $40.9K.
  • CMS Energy made up 0.39% of Capital A Wealth Management's portfolio in Q2 2025, its #80 holding.
  • Capital A Wealth Management first reported a position in CMS Energy in Q4 2024 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.