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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return