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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Integrated Wealth Concepts's CMS Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in CMS Energy (CMS) in Q1 2026: 5,924 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #1589 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CMS as recently as Q1 2025.

Integrated Wealth Concepts first reported a position in CMS in Q2 2023 and has held it in 8 quarters since. The position peaked at $575K in Q4 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Integrated Wealth Concepts held 5,924 shares of CMS Energy worth $460K as of Q1 2026.
CMS Energy was a new Integrated Wealth Concepts position in Q1 2026.
CMS Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1589 holding.
Integrated Wealth Concepts first reported a position in CMS Energy in Q2 2023 and has held it in 8 quarters since.
Integrated Wealth Concepts's CMS Energy position peaked at $575K in Q4 2023.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.