HWM
CMS icon

Hemington Wealth Management’s CMS Energy CMS Stock Holding History

Hemington 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
2025
Q3 		$48K Buy
660
+22
+3% +$1.58K 0.01% 371
2025
Q2 		$44K Buy
638
+46
+8% +$3.28K 0.01% 363
2025
Q1 		$44K Buy
592
+58
+11% +$4.05K 0.01% 350
2024
Q4 		$35K Buy
534
+59
+12% +$4.06K 0.01% 385
2024
Q3 		$33K Buy
+475
New +$31.2K 0.01% 379

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hemington Wealth Management's CMS Position: Q3 2025 in Review

Hemington Wealth Management increased its CMS Energy (CMS) stake by 3.4% in Q3 2025, buying an estimated $1.58K and bringing the position to 660 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #371.

Hemington Wealth Management first reported a position in CMS in Q3 2024 and has held it in 5 quarters since. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Hemington Wealth Management held 660 shares of CMS Energy worth $48K as of Q3 2025.
  • Hemington Wealth Management bought 22 CMS Energy shares in Q3 2025, an estimated $1.58K.
  • CMS Energy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #371 holding.
  • Hemington Wealth Management first reported a position in CMS Energy in Q3 2024 and has held it in 5 quarters since.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.