Integrated Wealth Concepts’s CMS Energy CMS Stock Holding History

Integrated Wealth Concepts’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	$854K	Buy	11,164 +5,240	+88%	+$393K	0.01%	1310
2026 Q1	$460K	Buy	+5,924	New	+$440K	﹤0.01%	1589
2025 Q2	–	Sell	-3,896	Closed	-$293K	–	1916
2025 Q1	$293K	Buy	+3,896	New	+$272K	﹤0.01%	1418
2024 Q4	–	Sell	-3,630	Closed	-$256K	–	1733
2024 Q3	$256K	Sell	3,630 -607	-14%	-$39.8K	﹤0.01%	1438
2024 Q2	$252K	Buy	4,237 +664	+19%	+$40.2K	﹤0.01%	1416
2024 Q1	$216K	Sell	3,573 -6,322	-64%	-$366K	﹤0.01%	1489
2023 Q4	$575K	Buy	9,895 +5,053	+104%	+$282K	0.01%	940
2023 Q3	$257K	Sell	4,842 -98	-2%	-$5.68K	﹤0.01%	1305
2023 Q2	$290K	Buy	+4,940	New	+$298K	0.01%	1238

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Integrated Wealth Concepts's CMS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its CMS Energy (CMS) stake by 88% in Q2 2026, buying an estimated $393K and bringing the position to 11,164 shares worth $854K. The position accounts for 0.01% of the portfolio, ranked #1310.

Integrated Wealth Concepts first reported a position in CMS in Q2 2023 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Integrated Wealth Concepts held 11,164 shares of CMS Energy worth $854K as of Q2 2026.
Integrated Wealth Concepts bought 5,240 CMS Energy shares in Q2 2026, an estimated $393K.
CMS Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1310 holding.
Integrated Wealth Concepts first reported a position in CMS Energy in Q2 2023 and has held it in 9 quarters since.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.