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HB Wealth Management’s CMS Energy CMS Stock Holding History

HB 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 		$2.58M Buy
33,781
+1,465
+5% +$110K 0.01% 408
2026
Q1 		$2.51M Buy
32,316
+3,765
+13% +$279K 0.02% 379
2025
Q4 		$2M Buy
28,551
+496
+2% +$36.1K 0.01% 411
2025
Q3 		$2.06M Buy
28,055
+977
+4% +$70.2K 0.01% 406
2025
Q2 		$1.88M Sell
27,078
-841
-3% -$59.9K 0.01% 394
2025
Q1 		$2.1M Buy
27,919
+4,665
+20% +$326K 0.02% 373
2024
Q4 		$1.55M Buy
23,254
+3,041
+15% +$209K 0.02% 328
2024
Q3 		$1.43M Buy
20,213
+592
+3% +$38.8K 0.02% 329
2024
Q2 		$1.17M Buy
19,621
+477
+2% +$28.9K 0.01% 339
2024
Q1 		$1.16M Buy
19,144
+528
+3% +$30.6K 0.01% 327
2023
Q4 		$1.08M Buy
18,616
+1,263
+7% +$70.5K 0.02% 306
2023
Q3 		$922K Buy
17,353
+433
+3% +$25.1K 0.01% 307
2023
Q2 		$994K Sell
16,920
-1,521
-8% -$91.7K 0.02% 291
2023
Q1 		$1.13M Buy
18,441
+2,240
+14% +$138K 0.02% 269
2022
Q4 		$1.03M Buy
16,201
+423
+3% +$25K 0.02% 279
2022
Q3 		$919K Buy
15,778
+137
+0.9% +$9.21K 0.02% 272
2022
Q2 		$1.06M Sell
15,641
-270
-2% -$18.6K 0.02% 247
2022
Q1 		$1.11M Buy
15,911
+1,265
+9% +$82K 0.02% 256
2021
Q4 		$953K Buy
+14,646
New +$899K 0.02% 243

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

HB Wealth Management's CMS Position: Q2 2026 in Review

HB Wealth Management increased its CMS Energy (CMS) stake by 4.5% in Q2 2026, buying an estimated $110K and bringing the position to 33,781 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #408.

HB Wealth Management first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • HB Wealth Management held 33,781 shares of CMS Energy worth $2.58M as of Q2 2026.
  • HB Wealth Management bought 1,465 CMS Energy shares in Q2 2026, an estimated $110K.
  • CMS Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #408 holding.
  • HB Wealth Management first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.