Quest 10 Wealth Builders’s CMS Energy CMS Stock Holding History

Quest 10 Wealth Builders’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	$36K	Buy	470 +7	+2%	+$525	0.03%	261
2026 Q1	$35.9K	Sell	463 -4	-0.9%	-$297	0.03%	255
2025 Q4	$32.7K	Buy	467 +405	+653%	+$29.5K	0.03%	243
2025 Q3	$4.54K	Hold	62	–	–	﹤0.01%	506
2025 Q2	$4.29K	Hold	62	–	–	﹤0.01%	509
2025 Q1	$4.66K	Sell	62 -32	-34%	-$2.23K	0.01%	475
2024 Q4	$6.26K	Buy	+94	New	+$6.47K	0.01%	465

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

Quest 10 Wealth Builders's CMS Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its CMS Energy (CMS) stake by 1.5% in Q2 2026, buying an estimated $525 and bringing the position to 470 shares worth $36K. The position accounts for 0.03% of the portfolio, ranked #261.

Quest 10 Wealth Builders first reported a position in CMS in Q4 2024 and has held it in 7 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Quest 10 Wealth Builders held 470 shares of CMS Energy worth $36K as of Q2 2026.
Quest 10 Wealth Builders bought 7 CMS Energy shares in Q2 2026, an estimated $525.
CMS Energy made up 0.03% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #261 holding.
Quest 10 Wealth Builders first reported a position in CMS Energy in Q4 2024 and has held it in 7 quarters since.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.