Destiny Wealth Partners’s CMS Energy CMS Stock Holding History

Destiny 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	–	Sell	-25	Closed	-$1.94K	–	335
2026 Q1	$1.94K	Buy	+25	New	+$1.85K	﹤0.01%	1056
2022 Q4	–	Sell	-4,497	Closed	-$262K	–	687
2022 Q3	$262K	Buy	4,497 +1,182	+36%	+$79.5K	0.06%	159
2022 Q2	$224K	Buy	3,315 +1,837	+124%	+$127K	0.05%	154
2022 Q1	$103K	Buy	1,478 +560	+61%	+$36.3K	0.02%	232
2021 Q4	$60K	Buy	918 +89	+11%	+$5.46K	0.01%	297
2021 Q3	$50K	Buy	+829	New	+$51.7K	0.01%	299
2021 Q2	–	Sell	-622	Closed	-$38K	–	236
2021 Q1	$38K	Sell	622 -3,717	-86%	-$214K	0.01%	300
2020 Q4	$265K	Buy	+4,339	New	+$271K	0.06%	179

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

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

Destiny Wealth Partners sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 25 shares — an estimated $1.94K sold.

Destiny Wealth Partners first reported a position in CMS in Q4 2020 and held it in 8 quarters. The position peaked at $265K in Q4 2020. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Destiny Wealth Partners reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 25 CMS Energy shares in Q2 2026, an estimated $1.94K.
Destiny Wealth Partners first reported a position in CMS Energy in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's CMS Energy position peaked at $265K in Q4 2020.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.