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Prosperity Financial Group’s CMS Energy CMS Stock Holding History

Prosperity Financial 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 		$208K Sell
2,712
-82
-3% -$6.15K 0.06% 179
2026
Q1 		$217K Buy
+2,794
New +$207K 0.08% 174
2025
Q4 		– Sell
-2,958
Closed -$217K – 188
2025
Q3 		$217K Buy
2,958
+1
+0% +$72 0.08% 159
2025
Q2 		$205K Sell
2,957
-159
-5% -$11.3K 0.09% 156
2025
Q1 		$234K Buy
3,116
+102
+3% +$7.12K 0.12% 134
2024
Q4 		$201K Sell
3,014
-107
-3% -$7.36K 0.1% 158
2024
Q3 		$220K Buy
+3,121
New +$205K 0.12% 137
2024
Q2 		– Sell
-3,519
Closed -$212K – 144
2024
Q1 		$212K Sell
3,519
-250
-7% -$14.5K 0.13% 131
2023
Q4 		$219K Sell
3,769
-136
-3% -$7.59K 0.15% 115
2023
Q3 		$207K Sell
3,905
-200
-5% -$11.6K 0.17% 102
2023
Q2 		$241K Hold
4,105
– – 0.21% 102
2023
Q1 		$252K Sell
4,105
-100
-2% -$6.15K 0.25% 80
2022
Q4 		$266K Buy
+4,205
New +$249K 0.29% 69

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

Prosperity Financial Group's CMS Position: Q2 2026 in Review

Prosperity Financial Group reduced its CMS Energy (CMS) stake by 2.9% in Q2 2026, selling an estimated $6.15K and leaving 2,712 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #179.

Prosperity Financial Group first reported a position in CMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $266K in Q4 2022. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Prosperity Financial Group held 2,712 shares of CMS Energy worth $208K as of Q2 2026.
  • Prosperity Financial Group sold 82 CMS Energy shares in Q2 2026, an estimated $6.15K.
  • CMS Energy made up 0.06% of Prosperity Financial Group's portfolio in Q2 2026, its #179 holding.
  • Prosperity Financial Group first reported a position in CMS Energy in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Financial Group's CMS Energy position peaked at $266K in Q4 2022.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.