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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's CMS Position: Q1 2026 in Review

Focus Partners Wealth reduced its CMS Energy (CMS) stake by 6% in Q1 2026, selling an estimated $174K and leaving 36,800 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Focus Partners Wealth first reported a position in CMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q3 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Focus Partners Wealth held 36,800 shares of CMS Energy worth $2.86M as of Q1 2026.
  • Focus Partners Wealth sold 2,343 CMS Energy shares in Q1 2026, an estimated $174K.
  • CMS Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1157 holding.
  • Focus Partners Wealth first reported a position in CMS Energy in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's CMS Energy position peaked at $2.91M in Q3 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.