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 Q2	$479K	Sell	6,255 -229	-4%	-$17.2K	﹤0.01%	875
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Wealth's CMS Position: Q2 2026 in Review

NewEdge Wealth reduced its CMS Energy (CMS) stake by 3.5% in Q2 2026, selling an estimated $17.2K and leaving 6,255 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

NewEdge Wealth first reported a position in CMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $607K in Q4 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

NewEdge Wealth held 6,255 shares of CMS Energy worth $479K as of Q2 2026.
NewEdge Wealth sold 229 CMS Energy shares in Q2 2026, an estimated $17.2K.
CMS Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #875 holding.
NewEdge Wealth first reported a position in CMS Energy in Q1 2024 and has held it in 9 quarters since.
NewEdge Wealth's CMS Energy position peaked at $607K in Q4 2025.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.