Clark Wealth Partners’s CMS Energy CMS Stock Holding History

Clark Wealth Partners’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	–	Sell	-16	Closed	-$1.24K	–	585
2026 Q1	$1.24K	Buy	16 +12	+300%	+$891	﹤0.01%	497
2025 Q4	$280	Hold	4	–	–	﹤0.01%	542
2025 Q3	$280	Sell	4 -10	-71%	-$718	﹤0.01%	542
2025 Q2	$970	Buy	+14	New	+$997	﹤0.01%	437
2025 Q1	–	Sell	-16	Closed	-$1.07K	–	542
2024 Q4	$1.07K	Buy	+16	New	+$1.1K	﹤0.01%	443

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 $3.37T AUM 44.26% 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

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

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

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

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

Clark Wealth Partners's CMS Position: Q2 2026 in Review

Clark Wealth Partners sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 16 shares — an estimated $1.24K sold.

Clark Wealth Partners first reported a position in CMS in Q4 2024 and held it in 5 quarters. The position peaked at $1.24K in Q1 2026. 772 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Clark Wealth Partners reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 16 CMS Energy shares in Q2 2026, an estimated $1.24K.
Clark Wealth Partners first reported a position in CMS Energy in Q4 2024 and held it in 5 quarters.
Clark Wealth Partners's CMS Energy position peaked at $1.24K in Q1 2026.
772 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.