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Dogwood Wealth Management’s CMS Energy CMS Stock Holding History

Dogwood 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
2025
Q4 		– Sell
-6
Closed -$440 – 761
2025
Q3 		$440 Buy
+6
New +$431 ﹤0.01% 656
2024
Q3 		– Hold
0
– – – 446
2024
Q2 		– Hold
0
– – – 472
2024
Q1 		– Hold
0
– – – 471
2023
Q4 		– Hold
0
– – – 454

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Dogwood Wealth Management's CMS Position: Q4 2025 in Review

Dogwood Wealth Management sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 6 shares — an estimated $440 sold.

Dogwood Wealth Management first reported a position in CMS in Q3 2025 and held it in 1 quarter. The position peaked at $440 in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Dogwood Wealth Management reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 6 CMS Energy shares in Q4 2025, an estimated $440.
  • Dogwood Wealth Management first reported a position in CMS Energy in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's CMS Energy position peaked at $440 in Q3 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.