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Cassaday & Co Wealth Management’s CMS Energy CMS Stock Holding History

Cassaday & Co 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 		$40.2K Hold
526
– – ﹤0.01% 663
2026
Q1 		$40.8K Buy
+526
New +$39K ﹤0.01% 650

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

Cassaday & Co Wealth Management's CMS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 526 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Cassaday & Co Wealth Management first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $40.8K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cassaday & Co Wealth Management held 526 shares of CMS Energy worth $40.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #663 holding.
  • Cassaday & Co Wealth Management first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's CMS Energy position peaked at $40.8K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.