Finer Wealth Management’s CMS Energy CMS Stock Holding History

Finer 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
2026 Q1	$698K	Hold	9,000	–	–	0.35%	52
2025 Q4	$629K	Hold	9,000	–	–	0.3%	48
2025 Q3	$659K	Hold	9,000	–	–	0.33%	49
2025 Q2	$624K	Hold	9,000	–	–	0.33%	51
2025 Q1	$676K	Hold	9,000	–	–	0.41%	48
2024 Q4	$600K	Hold	9,000	–	–	0.34%	52
2024 Q3	$636K	Buy	+9,000	New	+$591K	0.39%	49
2024 Q2	–	Sell	-10,139	Closed	-$612K	–	75
2024 Q1	$612K	Hold	10,139	–	–	0.4%	53
2023 Q4	$589K	Hold	10,139	–	–	0.44%	48
2023 Q3	$538K	Hold	10,139	–	–	0.43%	49
2023 Q2	$596K	Hold	10,139	–	–	0.47%	50
2023 Q1	$622K	Hold	10,139	–	–	0.53%	47
2022 Q4	$642K	Hold	10,139	–	–	0.6%	43
2022 Q3	$590K	Hold	10,139	–	–	0.58%	44
2022 Q2	$684K	Sell	10,139 -2,731	-21%	-$189K	0.62%	41
2022 Q1	$900K	Hold	12,870	–	–	0.73%	39
2021 Q4	$837K	Buy	+12,870	New	+$790K	0.69%	43

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Finer Wealth Management's CMS Position: Q1 2026 in Review

Finer Wealth Management held its CMS Energy (CMS) position steady in Q1 2026 at 9,000 shares worth $698K. The position accounts for 0.35% of the portfolio, ranked #52.

Finer Wealth Management first reported a position in CMS in Q4 2021 and has held it in 17 quarters since. The position peaked at $900K in Q1 2022. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Finer Wealth Management held 9,000 shares of CMS Energy worth $698K as of Q1 2026.
Finer Wealth Management left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up 0.35% of Finer Wealth Management's portfolio in Q1 2026, its #52 holding.
Finer Wealth Management first reported a position in CMS Energy in Q4 2021 and has held it in 17 quarters since.
Finer Wealth Management's CMS Energy position peaked at $900K in Q1 2022.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.