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Crewe Advisors’s CMS Energy CMS Stock Holding History

Crewe 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
Q2 		$154K Buy
2,010
+105
+6% +$7.87K 0.01% 268
2026
Q1 		$148K Hold
1,905
– – 0.01% 237
2025
Q4 		$133K Hold
1,905
– – 0.01% 246
2025
Q3 		$140K Hold
1,905
– – 0.01% 248
2025
Q2 		$132K Hold
1,905
– – 0.02% 194
2025
Q1 		$143K Hold
1,905
– – 0.02% 167
2024
Q4 		$127K Hold
1,905
– – 0.02% 179
2024
Q3 		$135K Hold
1,905
– – 0.02% 192
2024
Q2 		$113K Sell
1,905
-144
-7% -$8.72K 0.01% 252
2024
Q1 		$124K Buy
+2,049
New +$119K 0.01% 242
2023
Q4 		– Sell
-2,280
Closed -$121K – 465
2023
Q3 		$121K Sell
2,280
-220
-9% -$12.7K 0.02% 98
2023
Q2 		$147K Sell
2,500
-667
-21% -$40.2K 0.02% 167
2023
Q1 		$194K Sell
3,167
-205
-6% -$12.6K 0.03% 160
2022
Q4 		$214K Buy
3,372
+392
+13% +$23.2K 0.03% 146
2022
Q3 		$174K Buy
2,980
+3
+0.1% +$202 0.03% 161
2022
Q2 		$201K Buy
2,977
+567
+24% +$39.2K 0.04% 128
2022
Q1 		$168K Buy
2,410
+2,005
+495% +$130K 0.03% 124
2021
Q4 		$26K Buy
+405
New +$24.9K 0.01% 239
2020
Q4 		– Sell
-22
Closed -$1K – 488
2020
Q3 		$1K Buy
+22
New +$1.35K ﹤0.01% 565

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

Crewe Advisors's CMS Position: Q2 2026 in Review

Crewe Advisors increased its CMS Energy (CMS) stake by 5.5% in Q2 2026, buying an estimated $7.87K and bringing the position to 2,010 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #268.

Crewe Advisors first reported a position in CMS in Q3 2020 and has held it in 19 quarters since. The position peaked at $214K in Q4 2022. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Crewe Advisors held 2,010 shares of CMS Energy worth $154K as of Q2 2026.
  • Crewe Advisors bought 105 CMS Energy shares in Q2 2026, an estimated $7.87K.
  • CMS Energy made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #268 holding.
  • Crewe Advisors first reported a position in CMS Energy in Q3 2020 and has held it in 19 quarters since.
  • Crewe Advisors's CMS Energy position peaked at $214K in Q4 2022.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.