Cranbrook Wealth Management’s CMS Energy CMS Stock Holding History

Cranbrook 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 Q1	$86.3K	Sell	1,113 -765	-41%	-$56.8K	0.02%	165
2025 Q4	$131K	Buy	1,878 +765	+69%	+$55.6K	0.03%	143
2025 Q3	$81.5K	Buy	1,113 +240	+27%	+$17.2K	0.02%	177
2025 Q2	$60.5K	Sell	873 -42	-5%	-$2.99K	0.01%	186
2025 Q1	$68.7K	Buy	915 +42	+5%	+$2.93K	0.02%	173
2024 Q4	$58.2K	Hold	873	–	–	0.01%	182
2024 Q3	$61.7K	Hold	873	–	–	0.01%	176
2024 Q2	$52K	Hold	873	–	–	0.01%	175
2024 Q1	$52.7K	Hold	873	–	–	0.01%	157
2023 Q4	$50.7K	Hold	873	–	–	0.01%	156
2023 Q3	$46.4K	Hold	873	–	–	0.01%	155
2023 Q2	$51.3K	Hold	873	–	–	0.01%	156
2023 Q1	$53.6K	Hold	873	–	–	0.02%	148
2022 Q4	$55.3K	Hold	873	–	–	0.02%	148
2022 Q3	$51K	Hold	873	–	–	0.01%	165
2022 Q2	$59K	Hold	873	–	–	0.01%	156
2022 Q1	$61K	Buy	+873	New	+$56.6K	0.01%	167
2020 Q1	–	Sell	-500	Closed	-$31K	–	256
2019 Q4	$31K	Sell	500 -108	-18%	-$6.73K	0.01%	159
2019 Q3	$39K	Hold	608	–	–	0.01%	145
2019 Q2	$35K	Hold	608	–	–	0.01%	146
2019 Q1	$34K	Hold	608	–	–	0.01%	150
2018 Q4	$30K	Buy	+608	New	+$30.7K	0.01%	144

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cranbrook Wealth Management's CMS Position: Q1 2026 in Review

Cranbrook Wealth Management reduced its CMS Energy (CMS) stake by 41% in Q1 2026, selling an estimated $56.8K and leaving 1,113 shares worth $86.3K. The position accounts for 0.02% of the portfolio, ranked #165.

Cranbrook Wealth Management first reported a position in CMS in Q4 2018 and has held it in 22 quarters since. The position peaked at $131K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Cranbrook Wealth Management held 1,113 shares of CMS Energy worth $86.3K as of Q1 2026.
Cranbrook Wealth Management sold 765 CMS Energy shares in Q1 2026, an estimated $56.8K.
CMS Energy made up 0.02% of Cranbrook Wealth Management's portfolio in Q1 2026, its #165 holding.
Cranbrook Wealth Management first reported a position in CMS Energy in Q4 2018 and has held it in 22 quarters since.
Cranbrook Wealth Management's CMS Energy position peaked at $131K in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.