CFO
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CVA Family Office’s CMS Energy CMS Stock Holding History

CVA Family Office’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 		$95.1K Sell
1,243
-262
-17% -$19.6K 0.01% 479
2026
Q1 		$117K Buy
1,505
+282
+23% +$20.9K 0.01% 421
2025
Q4 		$85.5K Buy
1,223
+2
+0.2% +$145 0.01% 450
2025
Q3 		$89.5K Hold
1,221
– – 0.01% 439
2025
Q2 		$84.6K Buy
1,221
+7
+0.6% +$499 0.01% 433
2025
Q1 		$91.2K Buy
1,214
+19
+2% +$1.33K 0.01% 403
2024
Q4 		$79.6K Buy
1,195
+372
+45% +$25.6K 0.01% 430
2024
Q3 		$58.1K Hold
823
– – 0.01% 478
2024
Q2 		$49K Buy
823
+8
+1% +$484 0.01% 502
2024
Q1 		$49.2K Hold
815
– – 0.01% 500
2023
Q4 		$47.3K Buy
+815
New +$45.5K 0.01% 492
2023
Q3 		– Sell
-820
Closed -$48.2K – 372
2023
Q2 		$48.2K Hold
820
– – 0.01% 458
2023
Q1 		$50.3K Sell
820
-45
-5% -$2.77K 0.01% 441
2022
Q4 		$54.8K Buy
865
+50
+6% +$2.96K 0.01% 395
2022
Q3 		$47K Hold
815
– – 0.01% 380
2022
Q2 		$55K Hold
815
– – 0.02% 349
2022
Q1 		$57K Buy
815
+105
+15% +$6.81K 0.01% 369
2021
Q4 		$46K Sell
710
-5
-0.7% -$307 0.01% 375
2021
Q3 		$44K Sell
715
-440
-38% -$27.5K 0.03% 195
2021
Q2 		$68K Buy
1,155
+160
+16% +$9.95K 0.02% 306
2021
Q1 		$61K Buy
995
+280
+39% +$16.1K 0.02% 246
2020
Q4 		$44K Hold
715
– – 0.03% 206
2020
Q3 		$44K Buy
715
+285
+66% +$17.4K 0.03% 195
2020
Q2 		$25K Buy
430
+200
+87% +$11.6K 0.02% 202
2020
Q1 		$14K Buy
+230
New +$14.7K 0.01% 221

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

CVA Family Office's CMS Position: Q2 2026 in Review

CVA Family Office reduced its CMS Energy (CMS) stake by 17% in Q2 2026, selling an estimated $19.6K and leaving 1,243 shares worth $95.1K. The position accounts for 0.01% of the portfolio, ranked #479.

CVA Family Office first reported a position in CMS in Q1 2020 and has held it in 25 quarters since. The position peaked at $117K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • CVA Family Office held 1,243 shares of CMS Energy worth $95.1K as of Q2 2026.
  • CVA Family Office sold 262 CMS Energy shares in Q2 2026, an estimated $19.6K.
  • CMS Energy made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #479 holding.
  • CVA Family Office first reported a position in CMS Energy in Q1 2020 and has held it in 25 quarters since.
  • CVA Family Office's CMS Energy position peaked at $117K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.