Evolve Private Wealth’s CMS Energy CMS Stock Holding History

Evolve 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	–	Sell	-6,523	Closed	-$506K	–	1039
2026 Q1	$506K	Buy	6,523 +1,077	+20%	+$79.9K	0.03%	576
2025 Q4	$381K	Buy	+5,446	New	+$396K	0.02%	638

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Evolve Private Wealth sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 6,523 shares — an estimated $506K sold.

Evolve Private Wealth first reported a position in CMS in Q4 2025 and held it in 2 quarters. The position peaked at $506K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Evolve Private Wealth reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 6,523 CMS Energy shares in Q2 2026, an estimated $506K.
Evolve Private Wealth first reported a position in CMS Energy in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's CMS Energy position peaked at $506K in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.