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Journey Strategic Wealth’s CMS Energy CMS Stock Holding History

Journey Strategic Wealth’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 		$411K Buy
5,292
+66
+1% +$4.9K 0.01% 407
2025
Q4 		$365K Sell
5,226
-86
-2% -$6.25K 0.01% 417
2025
Q3 		$389K Buy
5,312
+2,295
+76% +$165K 0.01% 363
2025
Q2 		$209K Buy
+3,017
New +$215K 0.01% 600

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Strategic Wealth's CMS Position: Q1 2026 in Review

Journey Strategic Wealth increased its CMS Energy (CMS) stake by 1.3% in Q1 2026, buying an estimated $4.9K and bringing the position to 5,292 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #407.

Journey Strategic Wealth first reported a position in CMS in Q2 2025 and has held it in 4 quarters since. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Journey Strategic Wealth held 5,292 shares of CMS Energy worth $411K as of Q1 2026.
  • Journey Strategic Wealth bought 66 CMS Energy shares in Q1 2026, an estimated $4.9K.
  • CMS Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #407 holding.
  • Journey Strategic Wealth first reported a position in CMS Energy in Q2 2025 and has held it in 4 quarters since.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.