FWL Investment Management’s CMS Energy CMS Stock Holding History

FWL Investment 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 Q2	$103K	Hold	1,350	–	–	0.02%	146
2026 Q1	$105K	Hold	1,350	–	–	0.02%	130
2025 Q4	$94.4K	Hold	1,350	–	–	0.02%	120
2025 Q3	$98.9K	Sell	1,350 -150	-10%	-$10.8K	0.03%	112
2025 Q2	$104K	Hold	1,500	–	–	0.03%	113
2025 Q1	$113K	Hold	1,500	–	–	0.04%	106
2024 Q4	$100K	Sell	1,500 -400	-21%	-$27.5K	0.04%	111
2024 Q3	$134K	Sell	1,900 -200	-10%	-$13.1K	0.05%	84
2024 Q2	$125K	Hold	2,100	–	–	0.06%	63
2024 Q1	$127K	Hold	2,100	–	–	0.07%	65
2023 Q4	$122K	Hold	2,100	–	–	0.07%	59
2023 Q3	$112K	Buy	+2,100	New	+$122K	0.07%	57
2023 Q1	–	Sell	-2,250	Closed	-$142K	–	91
2022 Q4	$142K	Buy	+2,250	New	+$133K	0.11%	54

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FWL Investment Management's CMS Position: Q2 2026 in Review

FWL Investment Management held its CMS Energy (CMS) position steady in Q2 2026 at 1,350 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #146.

FWL Investment Management first reported a position in CMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $142K in Q4 2022. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

FWL Investment Management held 1,350 shares of CMS Energy worth $103K as of Q2 2026.
FWL Investment Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.02% of FWL Investment Management's portfolio in Q2 2026, its #146 holding.
FWL Investment Management first reported a position in CMS Energy in Q4 2022 and has held it in 13 quarters since.
FWL Investment Management's CMS Energy position peaked at $142K in Q4 2022.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.