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DiNuzzo Private Wealth’s CMS Energy CMS Stock Holding History

DiNuzzo Private Wealth’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 		$2.98K Buy
39
+2
+5% +$150 ﹤0.01% 543
2026
Q1 		$2.87K Sell
37
-1
-3% -$74 ﹤0.01% 523
2025
Q4 		$2.66K Hold
38
– – ﹤0.01% 545
2025
Q3 		$2.72K Hold
38
– – ﹤0.01% 539
2025
Q2 		$2.63K Buy
38
+3
+9% +$214 ﹤0.01% 530
2025
Q1 		$2.63K Buy
35
+5
+17% +$349 ﹤0.01% 509
2024
Q4 		$2K Sell
30
-1
-3% -$69 ﹤0.01% 606
2024
Q3 		$2.19K Buy
31
+3
+11% +$197 ﹤0.01% 574
2024
Q2 		$1.67K Buy
28
+10
+56% +$605 ﹤0.01% 585
2024
Q1 		$1.09K Buy
18
+1
+6% +$58 ﹤0.01% 702
2023
Q4 		$988 Buy
+17
New +$949 ﹤0.01% 708

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

DiNuzzo Private Wealth's CMS Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its CMS Energy (CMS) stake by 5.4% in Q2 2026, buying an estimated $150 and bringing the position to 39 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

DiNuzzo Private Wealth first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • DiNuzzo Private Wealth held 39 shares of CMS Energy worth $2.98K as of Q2 2026.
  • DiNuzzo Private Wealth bought 2 CMS Energy shares in Q2 2026, an estimated $150.
  • CMS Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #543 holding.
  • DiNuzzo Private Wealth first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.