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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
Q2 		$357K Buy
4,636
+1,183
+34% +$88.7K 0.26% 114
2026
Q1 		$253K Buy
+3,453
New +$256K 0.19% 173

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Phillips Wealth Planners's CMS Position: Q2 2026 in Review

Phillips Wealth Planners increased its CMS Energy (CMS) stake by 34% in Q2 2026, buying an estimated $88.7K and bringing the position to 4,636 shares worth $357K. The position accounts for 0.26% of the portfolio, ranked #114.

Phillips Wealth Planners first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Phillips Wealth Planners held 4,636 shares of CMS Energy worth $357K as of Q2 2026.
  • Phillips Wealth Planners bought 1,183 CMS Energy shares in Q2 2026, an estimated $88.7K.
  • CMS Energy made up 0.26% of Phillips Wealth Planners's portfolio in Q2 2026, its #114 holding.
  • Phillips Wealth Planners first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.