Portus Wealth Advisors’s CMS Energy CMS Stock Holding History

Portus 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	–	Sell	-15	Closed	-$1.16K	–	139
2026 Q1	$1.16K	Buy	+15	New	+$1.11K	﹤0.01%	368

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

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

Portus Wealth Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 15 shares — an estimated $1.16K sold.

Portus Wealth Advisors first reported a position in CMS in Q1 2026 and held it in 1 quarter. The position peaked at $1.16K in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Portus Wealth Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 15 CMS Energy shares in Q2 2026, an estimated $1.16K.
Portus Wealth Advisors first reported a position in CMS Energy in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's CMS Energy position peaked at $1.16K in Q1 2026.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.