HWP
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Highline Wealth Partners’s CMS Energy CMS Stock Holding History

Highline Wealth Partners’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 		$4.05K Buy
53
+8
+18% +$600 ﹤0.01% 909
2026
Q1 		$3.49K Buy
45
+1
+2% +$74 ﹤0.01% 847
2025
Q4 		$3.08K Hold
44
– – ﹤0.01% 723
2025
Q3 		$3.22K Hold
44
– – ﹤0.01% 719
2025
Q2 		$3.05K Hold
44
– – ﹤0.01% 556
2025
Q1 		$3.31K Buy
+44
New +$3.07K ﹤0.01% 533

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

Highline Wealth Partners's CMS Position: Q2 2026 in Review

Highline Wealth Partners increased its CMS Energy (CMS) stake by 18% in Q2 2026, buying an estimated $600 and bringing the position to 53 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Highline Wealth Partners first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Highline Wealth Partners held 53 shares of CMS Energy worth $4.05K as of Q2 2026.
  • Highline Wealth Partners bought 8 CMS Energy shares in Q2 2026, an estimated $600.
  • CMS Energy made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #909 holding.
  • Highline Wealth Partners first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.