NewEdge Wealth’s CMS Energy CMS Stock Holding History

NewEdge 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 Q1	$503K	Sell	6,484 -2,196	-25%	-$163K	0.01%	809
2025 Q4	$607K	Buy	8,680 +4,337	+100%	+$315K	0.01%	768
2025 Q3	$315K	Sell	4,343 -278	-6%	-$20K	﹤0.01%	863
2025 Q2	$344K	Sell	4,621 -86	-2%	-$6.13K	0.01%	795
2025 Q1	$354K	Sell	4,707 -830	-15%	-$58K	0.01%	737
2024 Q4	$369K	Buy	5,537 +230	+4%	+$15.8K	0.01%	709
2024 Q3	$375K	Buy	+5,307	New	+$348K	0.01%	673
2024 Q2	–	Sell	-3,342	Closed	-$205K	–	775
2024 Q1	$205K	Buy	+3,342	New	+$194K	﹤0.01%	767

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's CMS Position: Q1 2026 in Review

NewEdge Wealth reduced its CMS Energy (CMS) stake by 25% in Q1 2026, selling an estimated $163K and leaving 6,484 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #809.

NewEdge Wealth first reported a position in CMS in Q1 2024 and has held it in 8 quarters since. The position peaked at $607K in Q4 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

NewEdge Wealth held 6,484 shares of CMS Energy worth $503K as of Q1 2026.
NewEdge Wealth sold 2,196 CMS Energy shares in Q1 2026, an estimated $163K.
CMS Energy made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #809 holding.
NewEdge Wealth first reported a position in CMS Energy in Q1 2024 and has held it in 8 quarters since.
NewEdge Wealth's CMS Energy position peaked at $607K in Q4 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.