Pinnacle Wealth Planning Services’s CMS Energy CMS Stock Holding History

Pinnacle Wealth Planning Services’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	$117K	Buy	1,506 +47	+3%	+$3.49K	0.01%	718
2025 Q4	$102K	Buy	+1,459	New	+$106K	0.01%	777
2024 Q4	–	Sell	-3,605	Closed	-$255K	–	424
2024 Q3	$255K	Hold	3,605	–	–	0.03%	354
2024 Q2	$215K	Hold	3,605	–	–	0.03%	400
2024 Q1	$218K	Sell	3,605 -9	-0.2%	-$522	0.03%	395
2023 Q4	$210K	Buy	+3,614	New	+$202K	0.03%	388
2023 Q3	–	Sell	-3,655	Closed	-$215K	–	460
2023 Q2	$215K	Hold	3,655	–	–	0.03%	362
2023 Q1	$224K	Buy	3,655 +5	+0.1%	+$307	0.04%	347
2022 Q4	$231K	Buy	+3,650	New	+$216K	0.04%	326
2021 Q1	–	Sell	-213	Closed	-$13K	–	669
2020 Q4	$13K	Buy	+213	New	+$13.3K	﹤0.01%	1301

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

Pinnacle Wealth Planning Services's CMS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CMS Energy (CMS) stake by 3.2% in Q1 2026, buying an estimated $3.49K and bringing the position to 1,506 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #718.

Pinnacle Wealth Planning Services first reported a position in CMS in Q4 2020 and has held it in 10 quarters since. The position peaked at $255K in Q3 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Pinnacle Wealth Planning Services held 1,506 shares of CMS Energy worth $117K as of Q1 2026.
Pinnacle Wealth Planning Services bought 47 CMS Energy shares in Q1 2026, an estimated $3.49K.
CMS Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #718 holding.
Pinnacle Wealth Planning Services first reported a position in CMS Energy in Q4 2020 and has held it in 10 quarters since.
Pinnacle Wealth Planning Services's CMS Energy position peaked at $255K in Q3 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.