International Private Wealth Advisors’s CMS Energy CMS Stock Holding History

International Private 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
2026 Q1	$364K	Buy	4,697 +419	+10%	+$31.1K	0.22%	108
2025 Q4	$299K	Sell	4,278 -71	-2%	-$5.16K	0.19%	115
2025 Q3	$319K	Sell	4,349 -575	-12%	-$41.3K	0.2%	109
2025 Q2	$341K	Sell	4,924 -927	-16%	-$66K	0.29%	101
2025 Q1	$439K	Buy	5,851 +445	+8%	+$31.1K	0.42%	59
2024 Q4	$360K	Buy	5,406 +90	+2%	+$6.19K	0.36%	77
2024 Q3	$375K	Sell	5,316 -285	-5%	-$18.7K	0.55%	49
2024 Q2	$333K	Buy	5,601 +475	+9%	+$28.8K	0.56%	59
2024 Q1	$309K	Buy	+5,126	New	+$297K	0.6%	66

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 $315B AUM 27.84% 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

International Private Wealth Advisors's CMS Position: Q1 2026 in Review

International Private Wealth Advisors increased its CMS Energy (CMS) stake by 9.8% in Q1 2026, buying an estimated $31.1K and bringing the position to 4,697 shares worth $364K. The position accounts for 0.22% of the portfolio, ranked #108.

International Private Wealth Advisors first reported a position in CMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $439K in Q1 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

International Private Wealth Advisors held 4,697 shares of CMS Energy worth $364K as of Q1 2026.
International Private Wealth Advisors bought 419 CMS Energy shares in Q1 2026, an estimated $31.1K.
CMS Energy made up 0.22% of International Private Wealth Advisors's portfolio in Q1 2026, its #108 holding.
International Private Wealth Advisors first reported a position in CMS Energy in Q1 2024 and has held it in 9 quarters since.
International Private Wealth Advisors's CMS Energy position peaked at $439K in Q1 2025.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.