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Principia Wealth Advisory’s CMS Energy CMS Stock Holding History

Principia Wealth Advisory’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 		$5.89K Buy
77
+47
+157% +$3.52K ﹤0.01% 332
2026
Q1 		$2.33K Buy
30
+2
+7% +$148 ﹤0.01% 476
2025
Q4 		$1.96K Buy
28
+16
+133% +$1.16K ﹤0.01% 476
2025
Q3 		$879 Sell
12
-1
-8% -$72 ﹤0.01% 683
2025
Q2 		$901 Buy
13
+5
+63% +$356 ﹤0.01% 601
2025
Q1 		$569 Hold
8
– – ﹤0.01% 536
2024
Q4 		$533 Buy
+8
New +$550 ﹤0.01% 523

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

Principia Wealth Advisory's CMS Position: Q2 2026 in Review

Principia Wealth Advisory increased its CMS Energy (CMS) stake by 157% in Q2 2026, buying an estimated $3.52K and bringing the position to 77 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Principia Wealth Advisory first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Principia Wealth Advisory held 77 shares of CMS Energy worth $5.89K as of Q2 2026.
  • Principia Wealth Advisory bought 47 CMS Energy shares in Q2 2026, an estimated $3.52K.
  • CMS Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #332 holding.
  • Principia Wealth Advisory first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.