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 Q2	$425K	Buy	5,549 +852	+18%	+$63.9K	0.22%	89
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 $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 $3.38T AUM 44.17% 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

International Private Wealth Advisors's CMS Position: Q2 2026 in Review

International Private Wealth Advisors increased its CMS Energy (CMS) stake by 18% in Q2 2026, buying an estimated $63.9K and bringing the position to 5,549 shares worth $425K. The position accounts for 0.22% of the portfolio, ranked #89.

International Private Wealth Advisors first reported a position in CMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $439K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

International Private Wealth Advisors held 5,549 shares of CMS Energy worth $425K as of Q2 2026.
International Private Wealth Advisors bought 852 CMS Energy shares in Q2 2026, an estimated $63.9K.
CMS Energy made up 0.22% of International Private Wealth Advisors's portfolio in Q2 2026, its #89 holding.
International Private Wealth Advisors first reported a position in CMS Energy in Q1 2024 and has held it in 10 quarters since.
International Private Wealth Advisors's CMS Energy position peaked at $439K in Q1 2025.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.