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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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 $653B AUM 32.41% 1-Year Est. Return