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Crestwood Advisors Group’s CMS Energy CMS Stock Holding History

Crestwood Advisors Group’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 		$568K Buy
7,429
+1,717
+30% +$129K 0.01% 451
2026
Q1 		$443K Buy
5,712
+523
+10% +$38.8K 0.01% 457
2025
Q4 		$363K Buy
5,189
+278
+6% +$20.2K 0.01% 468
2025
Q3 		$360K Sell
4,911
-606
-11% -$43.5K 0.01% 424
2025
Q2 		$382K Buy
5,517
+179
+3% +$12.8K 0.01% 392
2025
Q1 		$401K Sell
5,338
-114
-2% -$7.96K 0.01% 375
2024
Q4 		$363K Buy
5,452
+1,105
+25% +$76K 0.01% 352
2024
Q3 		$307K Buy
4,347
+260
+6% +$17.1K 0.01% 363
2024
Q2 		$243K Buy
4,087
+69
+2% +$4.18K 0.01% 383
2024
Q1 		$242K Sell
4,018
-36
-0.9% -$2.09K 0.01% 383
2023
Q4 		$235K Buy
4,054
+34
+0.8% +$1.9K 0.01% 363
2023
Q3 		$214K Buy
+4,020
New +$233K 0.01% 339

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

Crestwood Advisors Group's CMS Position: Q2 2026 in Review

Crestwood Advisors Group increased its CMS Energy (CMS) stake by 30% in Q2 2026, buying an estimated $129K and bringing the position to 7,429 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #451.

Crestwood Advisors Group first reported a position in CMS in Q3 2023 and has held it in 12 quarters since. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Crestwood Advisors Group held 7,429 shares of CMS Energy worth $568K as of Q2 2026.
  • Crestwood Advisors Group bought 1,717 CMS Energy shares in Q2 2026, an estimated $129K.
  • CMS Energy made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #451 holding.
  • Crestwood Advisors Group first reported a position in CMS Energy in Q3 2023 and has held it in 12 quarters since.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.