Cerro Pacific Wealth Advisors’s CMS Energy CMS Stock Holding History

Cerro Pacific Wealth Advisors’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 Q1	–	Sell	-3,203	Closed	-$224K	–	162
2025 Q4	$224K	Sell	3,203 -118	-4%	-$8.58K	0.06%	146
2025 Q3	$243K	Sell	3,321 -419	-11%	-$30.1K	0.07%	146
2025 Q2	$259K	Sell	3,740 -565	-13%	-$40.3K	0.07%	147
2025 Q1	$287K	Buy	4,305 +16	+0.4%	+$1.12K	0.09%	131
2024 Q4	$303K	Sell	4,289 -88	-2%	-$6.05K	0.1%	126
2024 Q3	$261K	Hold	4,377	–	–	0.1%	128
2024 Q2	$261K	Buy	+4,377	New	+$265K	0.1%	128
2023 Q1	$214K	Buy	+3,479	New	+$214K	0.12%	137

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerro Pacific Wealth Advisors's CMS Position: Q1 2026 in Review

Cerro Pacific Wealth Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,203 shares — an estimated $224K sold.

Cerro Pacific Wealth Advisors first reported a position in CMS in Q1 2023 and held it in 8 quarters. The position peaked at $303K in Q4 2024. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Cerro Pacific Wealth Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 3,203 CMS Energy shares in Q1 2026, an estimated $224K.
Cerro Pacific Wealth Advisors first reported a position in CMS Energy in Q1 2023 and held it in 8 quarters.
Cerro Pacific Wealth Advisors's CMS Energy position peaked at $303K in Q4 2024.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.