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Elevation Wealth Partners’s CMS Energy CMS Stock Holding History

Elevation 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
Q2 		$2.68K Hold
35
– – ﹤0.01% 1152
2026
Q1 		$2.72K Buy
+35
New +$2.6K ﹤0.01% 853

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

Elevation Wealth Partners's CMS Position: Q2 2026 in Review

Elevation Wealth Partners held its CMS Energy (CMS) position steady in Q2 2026 at 35 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Elevation Wealth Partners first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.72K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Elevation Wealth Partners held 35 shares of CMS Energy worth $2.68K as of Q2 2026.
  • Elevation Wealth Partners left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1152 holding.
  • Elevation Wealth Partners first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's CMS Energy position peaked at $2.72K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.