Pinnacle Wealth Management Group’s CMS Energy CMS Stock Holding History

Pinnacle Wealth Management Group’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	$332K	Hold	4,345	–	–	0.16%	99
2026 Q1	$337K	Hold	4,345	–	–	0.17%	90
2025 Q4	$304K	Hold	4,345	–	–	0.15%	99
2025 Q3	$318K	Sell	4,345 -150	-3%	-$10.8K	0.16%	90
2025 Q2	$311K	Sell	4,495 -150	-3%	-$10.7K	0.18%	91
2025 Q1	$349K	Sell	4,645 -100	-2%	-$6.98K	0.24%	71
2024 Q4	$316K	Sell	4,745 -50	-1%	-$3.44K	0.2%	86
2024 Q3	$339K	Buy	4,795 +70	+1%	+$4.59K	0.21%	86
2024 Q2	$281K	Hold	4,725	–	–	0.19%	84
2024 Q1	$285K	Sell	4,725 -50	-1%	-$2.9K	0.21%	85
2023 Q4	$277K	Hold	4,775	–	–	0.23%	80
2023 Q3	$254K	Hold	4,775	–	–	0.23%	80
2023 Q2	$281K	Sell	4,775 -1,000	-17%	-$60.3K	0.25%	77
2023 Q1	$354K	Hold	5,775	–	–	0.31%	66
2022 Q4	$366K	Buy	5,775 +330	+6%	+$19.5K	0.32%	67
2022 Q3	$317K	Sell	5,445 -100	-2%	-$6.73K	0.28%	76
2022 Q2	$374K	Sell	5,545 -898	-14%	-$62K	0.31%	76
2022 Q1	$451K	Sell	6,443 -400	-6%	-$25.9K	0.34%	69
2021 Q4	$445K	Hold	6,843	–	–	0.33%	72
2021 Q3	$409K	Hold	6,843	–	–	0.31%	78
2021 Q2	$404K	Buy	+6,843	New	+$426K	0.29%	84

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pinnacle Wealth Management Group's CMS Position: Q2 2026 in Review

Pinnacle Wealth Management Group held its CMS Energy (CMS) position steady in Q2 2026 at 4,345 shares worth $332K. The position accounts for 0.16% of the portfolio, ranked #99.

Pinnacle Wealth Management Group first reported a position in CMS in Q2 2021 and has held it in 21 quarters since. The position peaked at $451K in Q1 2022. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Pinnacle Wealth Management Group held 4,345 shares of CMS Energy worth $332K as of Q2 2026.
Pinnacle Wealth Management Group left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.16% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #99 holding.
Pinnacle Wealth Management Group first reported a position in CMS Energy in Q2 2021 and has held it in 21 quarters since.
Pinnacle Wealth Management Group's CMS Energy position peaked at $451K in Q1 2022.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.