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Diversify Wealth Management’s CMS Energy CMS Stock Holding History

Diversify Wealth Management’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 		$313K Buy
4,215
+932
+28% +$69.9K 0.01% 1029
2026
Q1 		$245K Buy
+3,283
New +$244K ﹤0.01% 1029

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's CMS Position: Q2 2026 in Review

Diversify Wealth Management increased its CMS Energy (CMS) stake by 28% in Q2 2026, buying an estimated $69.9K and bringing the position to 4,215 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1029.

Diversify Wealth Management first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Diversify Wealth Management held 4,215 shares of CMS Energy worth $313K as of Q2 2026.
  • Diversify Wealth Management bought 932 CMS Energy shares in Q2 2026, an estimated $69.9K.
  • CMS Energy made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1029 holding.
  • Diversify Wealth Management first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.