MWM
CMS icon

Mascoma Wealth Management’s CMS Energy CMS Stock Holding History

Mascoma 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
2026
Q2 		$153 Buy
+2
New +$150 ﹤0.01% 595
2022
Q4 		– Sell
-45
Closed -$3K – 631
2022
Q3 		$3K Hold
45
– – ﹤0.01% 523
2022
Q2 		$3K Hold
45
– – ﹤0.01% 539
2022
Q1 		$3K Buy
+45
New +$2.92K ﹤0.01% 533

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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's CMS Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in CMS Energy (CMS) in Q2 2026: 2 shares worth $153. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in CMS as recently as Q3 2022.

Mascoma Wealth Management first reported a position in CMS in Q1 2022 and has held it in 4 quarters since. The position peaked at $3K in Q3 2022. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Mascoma Wealth Management held 2 shares of CMS Energy worth $153 as of Q2 2026.
  • CMS Energy was a new Mascoma Wealth Management position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Mascoma Wealth Management first reported a position in CMS Energy in Q1 2022 and has held it in 4 quarters since.
  • Mascoma Wealth Management's CMS Energy position peaked at $3K in Q3 2022.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.