MBL Wealth
CMS icon

MBL Wealth’s CMS Energy CMS Stock Holding History

MBL 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
Q3 		$257K Buy
+4,082
New +$287K 0.02% 517

Other funds holding CMS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

MBL Wealth's CMS Position: Q3 2026 in Review

MBL Wealth opened a new position in CMS Energy (CMS) in Q3 2026: 4,082 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings.

623 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • MBL Wealth held 4,082 shares of CMS Energy worth $257K as of Q3 2026.
  • CMS Energy was a new MBL Wealth position in Q3 2026.
  • CMS Energy made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #517 holding.
  • 623 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.