IHWM
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Iron Horse Wealth Management’s CMS Energy CMS Stock Holding History

Iron Horse Wealth Management’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
2025
Q2 		$1.39K Hold
20
– – ﹤0.01% 499
2025
Q1 		$1.5K Hold
20
– – ﹤0.01% 485
2024
Q4 		$1.33K Hold
20
– – ﹤0.01% 416
2024
Q3 		$1.41K Hold
20
– – ﹤0.01% 411
2024
Q2 		$1.19K Hold
20
– – ﹤0.01% 397
2024
Q1 		$1.21K Hold
20
– – ﹤0.01% 389
2023
Q4 		$1.16K Hold
20
– – ﹤0.01% 411
2023
Q3 		$1.06K Buy
+20
New +$1.16K ﹤0.01% 422

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Iron Horse Wealth Management's CMS Position: Q2 2025 in Review

Iron Horse Wealth Management held its CMS Energy (CMS) position steady in Q2 2025 at 20 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Iron Horse Wealth Management first reported a position in CMS in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.5K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Iron Horse Wealth Management held 20 shares of CMS Energy worth $1.39K as of Q2 2025.
  • Iron Horse Wealth Management left its CMS Energy share count unchanged in Q2 2025.
  • CMS Energy made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #499 holding.
  • Iron Horse Wealth Management first reported a position in CMS Energy in Q3 2023 and has held it in 8 quarters since.
  • Iron Horse Wealth Management's CMS Energy position peaked at $1.5K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.