Physician Wealth Advisors’s CMS Energy CMS Stock Holding History

Physician Wealth Advisors’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	$43.9K	Buy	574 +21	+4%	+$1.57K	0.01%	460
2026 Q1	$42.9K	Sell	553 -150	-21%	-$11.1K	0.01%	431
2025 Q4	$49.2K	Buy	703 +161	+30%	+$11.7K	0.01%	397
2025 Q3	$39.7K	Buy	+542	New	+$38.9K	0.01%	413

Other funds holding CMS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Physician Wealth Advisors's CMS Position: Q2 2026 in Review

Physician Wealth Advisors increased its CMS Energy (CMS) stake by 3.8% in Q2 2026, buying an estimated $1.57K and bringing the position to 574 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #460.

Physician Wealth Advisors first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. The position peaked at $49.2K in Q4 2025. 322 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Physician Wealth Advisors held 574 shares of CMS Energy worth $43.9K as of Q2 2026.
Physician Wealth Advisors bought 21 CMS Energy shares in Q2 2026, an estimated $1.57K.
CMS Energy made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #460 holding.
Physician Wealth Advisors first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's CMS Energy position peaked at $49.2K in Q4 2025.
322 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.