FTWA
CMS icon

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

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

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. 820 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.
  • 820 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.