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Golden State Equity Partners’s CMS Energy CMS Stock Holding History

Golden State Equity Partners’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 		– Sell
-156
Closed -$12.1K – 593
2026
Q1 		$12.1K Buy
+156
New +$11.6K ﹤0.01% 1240
2024
Q4 		– Sell
-221
Closed -$15.6K – 532
2024
Q3 		$15.6K Buy
+221
New +$14.5K ﹤0.01% 665

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

Golden State Equity Partners's CMS Position: Q2 2026 in Review

Golden State Equity Partners sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 156 shares — an estimated $12.1K sold.

Golden State Equity Partners first reported a position in CMS in Q3 2024 and held it in 2 quarters. The position peaked at $15.6K in Q3 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Golden State Equity Partners reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 156 CMS Energy shares in Q2 2026, an estimated $12.1K.
  • Golden State Equity Partners first reported a position in CMS Energy in Q3 2024 and held it in 2 quarters.
  • Golden State Equity Partners's CMS Energy position peaked at $15.6K in Q3 2024.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.