Golden State Wealth Management’s CMS Energy CMS Stock Holding History

Golden State 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 Q2	$1.07K	Hold	14	–	–	﹤0.01%	1479
2026 Q1	$1.09K	Hold	14	–	–	﹤0.01%	1438
2025 Q4	$979	Buy	+14	New	+$1.02K	﹤0.01%	1520
2025 Q1	–	Sell	-10	Closed	-$667	–	1592
2024 Q4	$667	Buy	+10	New	+$688	﹤0.01%	1400
2020 Q2	–	Sell	-51	Closed	-$3K	–	369
2020 Q1	$3K	Buy	+51	New	+$3.26K	﹤0.01%	808
2019 Q4	–	Sell	-11	Closed	-$1K	–	206
2019 Q3	$1K	Sell	11 -140	-93%	-$8.5K	﹤0.01%	1014
2019 Q2	$8K	Hold	151	–	–	﹤0.01%	782
2019 Q1	$8K	Buy	+151	New	+$7.96K	﹤0.01%	807

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

Golden State Wealth Management's CMS Position: Q2 2026 in Review

Golden State Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 14 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Golden State Wealth Management first reported a position in CMS in Q1 2019 and has held it in 8 quarters since. The position peaked at $8K in Q2 2019. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Golden State Wealth Management held 14 shares of CMS Energy worth $1.07K as of Q2 2026.
Golden State Wealth Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1479 holding.
Golden State Wealth Management first reported a position in CMS Energy in Q1 2019 and has held it in 8 quarters since.
Golden State Wealth Management's CMS Energy position peaked at $8K in Q2 2019.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.