NWM
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Nova Wealth Management’s CMS Energy CMS Stock Holding History

Nova 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
Q1 		– Sell
-14
Closed -$979 – 562
2025
Q4 		$979 Hold
14
– – ﹤0.01% 552
2025
Q3 		$1.03K Hold
14
– – ﹤0.01% 550
2025
Q2 		$970 Hold
14
– – ﹤0.01% 665
2025
Q1 		$1.05K Hold
14
– – ﹤0.01% 474
2024
Q4 		$933 Buy
+14
New +$963 ﹤0.01% 339

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nova Wealth Management's CMS Position: Q1 2026 in Review

Nova Wealth Management sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 14 shares — an estimated $979 sold.

Nova Wealth Management first reported a position in CMS in Q4 2024 and held it in 5 quarters. The position peaked at $1.05K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Nova Wealth Management reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 14 CMS Energy shares in Q1 2026, an estimated $979.
  • Nova Wealth Management first reported a position in CMS Energy in Q4 2024 and held it in 5 quarters.
  • Nova Wealth Management's CMS Energy position peaked at $1.05K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.