DWM
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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
Q1 		$245K Buy
+3,283
New +$244K ﹤0.01% 1029

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B 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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Diversify Wealth Management's CMS Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in CMS Energy (CMS) in Q1 2026: 3,283 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #1029 among its holdings.

799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Diversify Wealth Management held 3,283 shares of CMS Energy worth $245K as of Q1 2026.
  • CMS Energy was a new Diversify Wealth Management position in Q1 2026.
  • CMS Energy made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1029 holding.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.