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Parkworth Wealth Management’s CMS Energy CMS Stock Holding History

Parkworth 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
2025
Q2 		$1.32K Buy
19
+12
+171% +$855 ﹤0.01% 348
2025
Q1 		$526 Buy
7
+2
+40% +$140 ﹤0.01% 401
2024
Q4 		$333 Buy
+5
New +$344 ﹤0.01% 566

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parkworth Wealth Management's CMS Position: Q2 2025 in Review

Parkworth Wealth Management increased its CMS Energy (CMS) stake by 171% in Q2 2025, buying an estimated $855 and bringing the position to 19 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Parkworth Wealth Management first reported a position in CMS in Q4 2024 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Parkworth Wealth Management held 19 shares of CMS Energy worth $1.32K as of Q2 2025.
  • Parkworth Wealth Management bought 12 CMS Energy shares in Q2 2025, an estimated $855.
  • CMS Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #348 holding.
  • Parkworth Wealth Management first reported a position in CMS Energy in Q4 2024 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.