PWMG
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Prestige Wealth Management Group’s CMS Energy CMS Stock Holding History

Prestige 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 		$7.8K Sell
102
-19
-16% -$1.42K ﹤0.01% 484
2026
Q1 		$9.39K Hold
121
– – ﹤0.01% 434
2025
Q4 		$8.46K Hold
121
– – ﹤0.01% 481
2025
Q3 		$8.87K Hold
121
– – ﹤0.01% 475
2025
Q2 		$8.38K Hold
121
– – ﹤0.01% 469
2025
Q1 		$9.09K Sell
121
-2
-2% -$140 ﹤0.01% 456
2024
Q4 		$8.2K Buy
123
+2
+2% +$138 ﹤0.01% 501
2024
Q3 		$8.55K Hold
121
– – ﹤0.01% 488
2024
Q2 		$7.2K Buy
121
+23
+23% +$1.39K ﹤0.01% 473
2024
Q1 		$5.91K Sell
98
-93
-49% -$5.39K ﹤0.01% 532
2023
Q4 		$11.1K Buy
191
+65
+52% +$3.63K ﹤0.01% 430
2023
Q3 		$6.69K Sell
126
-42
-25% -$2.43K ﹤0.01% 517
2023
Q2 		$9.87K Buy
168
+13
+8% +$784 ﹤0.01% 465
2023
Q1 		$9.51K Sell
155
-9
-5% -$553 ﹤0.01% 445
2022
Q4 		$10.4K Buy
164
+38
+30% +$2.25K ﹤0.01% 458
2022
Q3 		$7K Buy
126
+42
+50% +$2.83K ﹤0.01% 477
2022
Q2 		$6K Hold
84
– – ﹤0.01% 529
2022
Q1 		$6K Sell
84
-50
-37% -$3.24K ﹤0.01% 558
2021
Q4 		$8K Buy
134
+3
+2% +$184 ﹤0.01% 518
2021
Q3 		$8K Hold
131
– – ﹤0.01% 522
2021
Q2 		$8K Hold
131
– – ﹤0.01% 513
2021
Q1 		$8K Buy
131
+7
+6% +$402 ﹤0.01% 511
2020
Q4 		$8K Sell
124
-214
-63% -$13.4K ﹤0.01% 489
2020
Q3 		$20K Buy
338
+68
+25% +$4.16K 0.01% 347
2020
Q2 		$16K Sell
270
-183
-40% -$10.6K 0.01% 363
2020
Q1 		$27K Buy
453
+419
+1,232% +$26.8K 0.01% 242
2019
Q4 		$2K Hold
34
– – ﹤0.01% 490
2019
Q3 		$2K Buy
+34
New +$2.06K ﹤0.01% 478
2019
Q1 		– Sell
-132
Closed -$7K – 619
2018
Q4 		$7K Buy
+132
New +$6.67K 0.01% 500

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

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

Prestige Wealth Management Group reduced its CMS Energy (CMS) stake by 16% in Q2 2026, selling an estimated $1.42K and leaving 102 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Prestige Wealth Management Group first reported a position in CMS in Q4 2018 and has held it in 29 quarters since. The position peaked at $27K in Q1 2020. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Prestige Wealth Management Group held 102 shares of CMS Energy worth $7.8K as of Q2 2026.
  • Prestige Wealth Management Group sold 19 CMS Energy shares in Q2 2026, an estimated $1.42K.
  • CMS Energy made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #484 holding.
  • Prestige Wealth Management Group first reported a position in CMS Energy in Q4 2018 and has held it in 29 quarters since.
  • Prestige Wealth Management Group's CMS Energy position peaked at $27K in Q1 2020.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.