Phillips Wealth Planners’s CMS Energy CMS Stock Holding History

Phillips Wealth Planners’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	$253K	Buy	+3,453	New	+$256K	0.19%	173

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

Phillips Wealth Planners's CMS Position: Q1 2026 in Review

Phillips Wealth Planners opened a new position in CMS Energy (CMS) in Q1 2026: 3,453 shares worth $253K. The stake represents 0.19% of the portfolio and ranks #173 among its holdings.

799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Phillips Wealth Planners held 3,453 shares of CMS Energy worth $253K as of Q1 2026.
CMS Energy was a new Phillips Wealth Planners position in Q1 2026.
CMS Energy made up 0.19% of Phillips Wealth Planners's portfolio in Q1 2026, its #173 holding.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.