Fifth Third Wealth Advisors’s CMS Energy CMS Stock Holding History

Fifth Third Wealth Advisors’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	$371K	Sell	4,850 -245	-5%	-$18.4K	0.01%	604
2026 Q1	$395K	Sell	5,095 -75	-1%	-$5.57K	0.01%	499
2025 Q4	$362K	Sell	5,170 -100	-2%	-$7.27K	0.01%	498
2025 Q3	$386K	Sell	5,270 -70	-1%	-$5.03K	0.01%	466
2025 Q2	$370K	Sell	5,340 -219	-4%	-$15.6K	0.02%	459
2025 Q1	$418K	Buy	5,559 +1,138	+26%	+$79.5K	0.02%	379
2024 Q4	$295K	Buy	4,421 +681	+18%	+$46.9K	0.02%	497
2024 Q3	$264K	Buy	+3,740	New	+$245K	0.02%	528

Other funds holding CMS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fifth Third Wealth Advisors's CMS Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its CMS Energy (CMS) stake by 4.8% in Q2 2026, selling an estimated $18.4K and leaving 4,850 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #604.

Fifth Third Wealth Advisors first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $418K in Q1 2025. 103 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Fifth Third Wealth Advisors held 4,850 shares of CMS Energy worth $371K as of Q2 2026.
Fifth Third Wealth Advisors sold 245 CMS Energy shares in Q2 2026, an estimated $18.4K.
CMS Energy made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #604 holding.
Fifth Third Wealth Advisors first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
Fifth Third Wealth Advisors's CMS Energy position peaked at $418K in Q1 2025.
103 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.