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Kestra Private Wealth Services’s CMS Energy CMS Stock Holding History

Kestra Private Wealth Services’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 		$357K Buy
4,596
+174
+4% +$12.9K ﹤0.01% 1372
2025
Q4 		$309K Sell
4,422
-237
-5% -$17.2K ﹤0.01% 1407
2025
Q3 		$341K Buy
4,659
+206
+5% +$14.8K ﹤0.01% 1297
2025
Q2 		$309K Sell
4,453
-940
-17% -$67K ﹤0.01% 1269
2025
Q1 		$405K Buy
5,393
+617
+13% +$43.1K 0.01% 1062
2024
Q4 		$318K Buy
4,776
+128
+3% +$8.81K 0.01% 1111
2024
Q3 		$328K Sell
4,648
-249
-5% -$16.3K 0.01% 1056
2024
Q2 		$292K Sell
4,897
-698
-12% -$42.3K 0.01% 1058
2024
Q1 		$338K Sell
5,595
-1,132
-17% -$65.6K 0.01% 964
2023
Q4 		$391K Sell
6,727
-666
-9% -$37.2K 0.01% 833
2023
Q3 		$393K Sell
7,393
-175
-2% -$10.1K 0.01% 757
2023
Q2 		$445K Buy
7,568
+194
+3% +$11.7K 0.02% 671
2023
Q1 		$453K Buy
7,374
+895
+14% +$55K 0.02% 634
2022
Q4 		$410K Sell
6,479
-123
-2% -$7.27K 0.02% 573
2022
Q3 		$385K Buy
6,602
+382
+6% +$25.7K 0.02% 572
2022
Q2 		$420K Buy
6,220
+3,096
+99% +$214K 0.02% 553
2022
Q1 		$218K Buy
3,124
+15
+0.5% +$973 0.01% 860
2021
Q4 		$202K Buy
+3,109
New +$191K 0.01% 905

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 $298B AUM 21.96% 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

Kestra Private Wealth Services's CMS Position: Q1 2026 in Review

Kestra Private Wealth Services increased its CMS Energy (CMS) stake by 3.9% in Q1 2026, buying an estimated $12.9K and bringing the position to 4,596 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Kestra Private Wealth Services first reported a position in CMS in Q4 2021 and has held it in 18 quarters since. The position peaked at $453K in Q1 2023. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Kestra Private Wealth Services held 4,596 shares of CMS Energy worth $357K as of Q1 2026.
  • Kestra Private Wealth Services bought 174 CMS Energy shares in Q1 2026, an estimated $12.9K.
  • CMS Energy made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1372 holding.
  • Kestra Private Wealth Services first reported a position in CMS Energy in Q4 2021 and has held it in 18 quarters since.
  • Kestra Private Wealth Services's CMS Energy position peaked at $453K in Q1 2023.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.