Corient Private Wealth
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Corient Private Wealth’s CMS Energy CMS Stock Holding History

Corient Private Wealth’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 		$11.3M Sell
147,623
-8,599
-6% -$645K 0.02% 601
2026
Q1 		$11.9M Buy
156,222
+98,106
+169% +$7.28M 0.02% 563
2025
Q4 		$4.07M Buy
58,116
+3,881
+7% +$282K 0.01% 842
2025
Q3 		$3.97M Sell
54,235
-5,172
-9% -$372K 0.01% 793
2025
Q2 		$4.12M Sell
59,407
-1,637
-3% -$117K 0.01% 760
2025
Q1 		$4.59M Sell
61,044
-53
-0.1% -$3.7K 0.01% 708
2024
Q4 		$4.07M Buy
61,097
+1,451
+2% +$99.8K 0.01% 758
2024
Q3 		$4.21M Sell
59,646
-1,232
-2% -$80.8K 0.01% 802
2024
Q2 		$3.62M Buy
60,878
+2,383
+4% +$144K 0.01% 802
2024
Q1 		$3.53M Buy
58,495
+5,110
+10% +$296K 0.01% 807
2023
Q4 		$3.1M Buy
53,385
+4,595
+9% +$257K 0.01% 837
2023
Q3 		$2.59M Sell
48,790
-2,813
-5% -$163K 0.01% 823
2023
Q2 		$3.02M Buy
51,603
+5,496
+12% +$332K 0.01% 773
2023
Q1 		$2.83M Buy
46,107
+18,761
+69% +$1.15M 0.01% 744
2022
Q4 		$1.73M Buy
+27,346
New +$1.62M 0.01% 752

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

Corient Private Wealth's CMS Position: Q2 2026 in Review

Corient Private Wealth reduced its CMS Energy (CMS) stake by 5.5% in Q2 2026, selling an estimated $645K and leaving 147,623 shares worth $11.3M. The position accounts for 0.02% of the portfolio, ranked #601.

Corient Private Wealth first reported a position in CMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Corient Private Wealth held 147,623 shares of CMS Energy worth $11.3M as of Q2 2026.
  • Corient Private Wealth sold 8,599 CMS Energy shares in Q2 2026, an estimated $645K.
  • CMS Energy made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #601 holding.
  • Corient Private Wealth first reported a position in CMS Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's CMS Energy position peaked at $11.9M in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.