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Navigoe Wealth Management’s CMS Energy CMS Stock Holding History

Navigoe 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 		$0 Buy
+7
New +$525 ﹤0.01% 570
2026
Q1 		– Sell
-109
Closed -$7K – 226
2025
Q4 		$7K Hold
109
– – ﹤0.01% 168
2025
Q3 		$7K Buy
+109
New +$7.83K ﹤0.01% 172

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

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

Navigoe Wealth Management opened a new position in CMS Energy (CMS) in Q2 2026: 7 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in CMS as recently as Q4 2025.

Navigoe Wealth Management first reported a position in CMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $7K in Q4 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Navigoe Wealth Management held 7 shares of CMS Energy worth $0 as of Q2 2026.
  • CMS Energy was a new Navigoe Wealth Management position in Q2 2026.
  • CMS Energy made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #570 holding.
  • Navigoe Wealth Management first reported a position in CMS Energy in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's CMS Energy position peaked at $7K in Q4 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.