Focus Partners Wealth
CMS icon

Focus Partners Wealth’s CMS Energy CMS Stock Holding History

Focus Partners 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 		$4.4M Buy
57,477
+20,677
+56% +$1.55M ﹤0.01% 1019
2026
Q1 		$2.86M Sell
36,800
-2,343
-6% -$174K ﹤0.01% 1157
2025
Q4 		$2.74M Sell
39,143
-4,227
-10% -$307K ﹤0.01% 1189
2025
Q3 		$2.91M Buy
43,370
+5,174
+14% +$372K ﹤0.01% 907
2025
Q2 		$2.65M Buy
38,196
+5,043
+15% +$359K 0.01% 831
2025
Q1 		$2.49M Buy
33,153
+1,415
+4% +$98.8K 0.01% 797
2024
Q4 		$2.12M Buy
31,738
+6,016
+23% +$414K 0.01% 820
2024
Q3 		$1.82M Buy
+25,722
New +$1.69M 0.01% 786

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

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

Focus Partners Wealth increased its CMS Energy (CMS) stake by 56% in Q2 2026, buying an estimated $1.55M and bringing the position to 57,477 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

Focus Partners Wealth first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Focus Partners Wealth held 57,477 shares of CMS Energy worth $4.4M as of Q2 2026.
  • Focus Partners Wealth bought 20,677 CMS Energy shares in Q2 2026, an estimated $1.55M.
  • CMS Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1019 holding.
  • Focus Partners Wealth first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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