Heartwood Wealth Advisors’s CMS Energy CMS Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-20	Closed	-$1.47K	–	284
2025 Q3	$1.47K	Buy	+20	New	+$1.44K	﹤0.01%	524

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Heartwood Wealth Advisors's CMS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 20 shares — an estimated $1.47K sold.

Heartwood Wealth Advisors first reported a position in CMS in Q3 2025 and held it in 1 quarter. The position peaked at $1.47K in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 20 CMS Energy shares in Q4 2025, an estimated $1.47K.
Heartwood Wealth Advisors first reported a position in CMS Energy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's CMS Energy position peaked at $1.47K in Q3 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.