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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
Q2 		$280K Sell
3,657
-939
-20% -$70.4K ﹤0.01% 1530
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's CMS Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its CMS Energy (CMS) stake by 20% in Q2 2026, selling an estimated $70.4K and leaving 3,657 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Kestra Private Wealth Services first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $453K in Q1 2023. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Kestra Private Wealth Services held 3,657 shares of CMS Energy worth $280K as of Q2 2026.
  • Kestra Private Wealth Services sold 939 CMS Energy shares in Q2 2026, an estimated $70.4K.
  • CMS Energy made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1530 holding.
  • Kestra Private Wealth Services first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's CMS Energy position peaked at $453K in Q1 2023.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.