Greenline Wealth Management’s CMS Energy CMS Stock Holding History

Greenline 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 Q1	–	Sell	-16	Closed	-$1.12K	–	183
2025 Q4	$1.12K	Buy	+16	New	+$1.16K	﹤0.01%	526

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Greenline Wealth Management's CMS Position: Q1 2026 in Review

Greenline Wealth Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 16 shares — an estimated $1.12K sold.

Greenline Wealth Management first reported a position in CMS in Q4 2025 and held it in 1 quarter. The position peaked at $1.12K in Q4 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Greenline Wealth Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Greenline Wealth Management sold 16 CMS Energy shares in Q1 2026, an estimated $1.12K.
Greenline Wealth Management first reported a position in CMS Energy in Q4 2025 and held it in 1 quarter.
Greenline Wealth Management's CMS Energy position peaked at $1.12K in Q4 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.