Carson Wealth (CWM LLC)’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.68M | Buy |
21,594
+5,377
| +33% | +$399K | ﹤0.01% | 1277 |
|
|
2025
Q4 | $1.13M | Buy |
16,217
+2,370
| +17% | +$172K | ﹤0.01% | 1423 |
|
|
2025
Q3 | $1.01M | Buy |
13,847
+709
| +5% | +$50.9K | ﹤0.01% | 1399 |
|
|
2025
Q2 | $910K | Sell |
13,138
-1,630
| -11% | -$116K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $1.11M | Buy |
14,768
+1,600
| +12% | +$112K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $878K | Buy |
13,168
+761
| +6% | +$52.4K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $876K | Buy |
12,407
+2,959
| +31% | +$194K | ﹤0.01% | 1113 |
|
|
2024
Q2 | $562K | Sell |
9,448
-838
| -8% | -$50.7K | ﹤0.01% | 1144 |
|
|
2024
Q1 | $621K | Sell |
10,286
-1,628
| -14% | -$94.4K | ﹤0.01% | 1053 |
|
|
2023
Q4 | $692K | Buy |
11,914
+119
| +1% | +$6.65K | ﹤0.01% | 946 |
|
|
2023
Q3 | $626K | Buy |
11,795
+76
| +0.6% | +$4.4K | ﹤0.01% | 910 |
|
|
2023
Q2 | $689K | Buy |
11,719
+4,002
| +52% | +$241K | ﹤0.01% | 839 |
|
|
2023
Q1 | $474K | Buy |
7,717
+513
| +7% | +$31.5K | ﹤0.01% | 906 |
|
|
2022
Q4 | $456K | Buy |
7,204
+5,302
| +279% | +$313K | ﹤0.01% | 838 |
|
|
2022
Q3 | $111K | Buy |
1,902
+165
| +9% | +$11.1K | ﹤0.01% | 1293 |
|
|
2022
Q2 | $117K | Buy |
1,737
+601
| +53% | +$41.5K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $79K | Buy |
1,136
+96
| +9% | +$6.23K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $68K | Buy |
+1,040
| New | +$63.8K | ﹤0.01% | 1450 |
|
|
2021
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2021
Q1 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q4 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q3 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2020
Q1 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q4 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q3 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q2 | $66K | Hold |
1,114
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q1 | $66K | Buy |
1,114
+861
| +340% | +$45.4K | ﹤0.01% | 1284 |
|
|
2018
Q4 | $13K | Buy |
253
+144
| +132% | +$7.27K | ﹤0.01% | 1246 |
|
|
2018
Q3 | $5K | Buy |
+109
| New | +$5.31K | ﹤0.01% | 1335 |
|
|
2017
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1211 |
|
|
2017
Q1 | $2K | Buy |
+50
| New | +$2.17K | ﹤0.01% | 974 |
|
Other funds holding CMS
Carson Wealth (CWM LLC)'s CMS Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CMS Energy (CMS) stake by 33% in Q1 2026, buying an estimated $399K and bringing the position to 21,594 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1277.
Carson Wealth (CWM LLC) first reported a position in CMS in Q1 2017 and has held it in 31 quarters since. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Carson Wealth (CWM LLC) held 21,594 shares of CMS Energy worth $1.68M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5,377 CMS Energy shares in Q1 2026, an estimated $399K.
- CMS Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1277 holding.
- Carson Wealth (CWM LLC) first reported a position in CMS Energy in Q1 2017 and has held it in 31 quarters since.
- 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.