Daymark Wealth Partners’s CMS Energy CMS Stock Holding History

Daymark Wealth Partners’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	$280K	Buy	3,658 +208	+6%	+$15.6K	0.01%	652
2026 Q1	$268K	Buy	3,450 +495	+17%	+$36.7K	0.01%	611
2025 Q4	$207K	Sell	2,955 -147	-5%	-$10.7K	0.01%	585
2025 Q3	$227K	Buy	3,102 +51	+2%	+$3.66K	0.01%	558
2025 Q2	$211K	Sell	3,051 -48	-2%	-$3.42K	0.01%	529
2025 Q1	$233K	Buy	+3,099	New	+$216K	0.01%	456
2024 Q4	–	Sell	-3,009	Closed	-$213K	–	502
2024 Q3	$213K	Buy	+3,009	New	+$197K	0.01%	493
2023 Q2	–	Sell	-6,113	Closed	-$375K	–	379
2023 Q1	$375K	Buy	+6,113	New	+$376K	0.05%	209

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daymark Wealth Partners's CMS Position: Q2 2026 in Review

Daymark Wealth Partners increased its CMS Energy (CMS) stake by 6% in Q2 2026, buying an estimated $15.6K and bringing the position to 3,658 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #652.

Daymark Wealth Partners first reported a position in CMS in Q1 2023 and has held it in 8 quarters since. The position peaked at $375K in Q1 2023. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Daymark Wealth Partners held 3,658 shares of CMS Energy worth $280K as of Q2 2026.
Daymark Wealth Partners bought 208 CMS Energy shares in Q2 2026, an estimated $15.6K.
CMS Energy made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #652 holding.
Daymark Wealth Partners first reported a position in CMS Energy in Q1 2023 and has held it in 8 quarters since.
Daymark Wealth Partners's CMS Energy position peaked at $375K in Q1 2023.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.