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

Private 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	$1.84K	Hold	24	–	–	﹤0.01%	1182
2026 Q1	$1.86K	Sell	24 -1	-4%	-$74	﹤0.01%	1103
2025 Q4	$1.75K	Hold	25	–	–	﹤0.01%	1126
2025 Q3	$1.83K	Hold	25	–	–	﹤0.01%	1137
2025 Q2	$1.73K	Buy	25 +1	+4%	+$71	﹤0.01%	1127
2025 Q1	$1.8K	Hold	24	–	–	﹤0.01%	1090
2024 Q4	$1.6K	Hold	24	–	–	﹤0.01%	1166
2024 Q3	$1.7K	Buy	24 +2	+9%	+$131	﹤0.01%	1126
2024 Q2	$1.31K	Hold	22	–	–	﹤0.01%	1201
2024 Q1	$1.33K	Hold	22	–	–	﹤0.01%	1151
2023 Q4	$1.28K	Buy	+22	New	+$1.23K	﹤0.01%	1177

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

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

Private Wealth Management Group held its CMS Energy (CMS) position steady in Q2 2026 at 24 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Private Wealth Management Group first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Private Wealth Management Group held 24 shares of CMS Energy worth $1.84K as of Q2 2026.
Private Wealth Management Group left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1182 holding.
Private Wealth Management Group first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's CMS Energy position peaked at $1.86K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.