Raffa Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.61K | Sell |
21
-2
| -9% | -$150 | ﹤0.01% | 893 |
|
|
2026
Q1 | $1.78K | Buy |
23
+4
| +21% | +$297 | ﹤0.01% | 793 |
|
|
2025
Q4 | $1.33K | Sell |
19
-15
| -44% | -$1.09K | ﹤0.01% | 860 |
|
|
2025
Q3 | $2.49K | Hold |
34
| – | – | ﹤0.01% | 651 |
|
|
2025
Q2 | $2.36K | Sell |
34
-27
| -44% | -$1.92K | ﹤0.01% | 651 |
|
|
2025
Q1 | $4.58K | Hold |
61
| – | – | ﹤0.01% | 442 |
|
|
2024
Q4 | $4.07K | Buy |
61
+27
| +79% | +$1.86K | ﹤0.01% | 486 |
|
|
2024
Q3 | $2.4K | Hold |
34
| – | – | ﹤0.01% | 590 |
|
|
2024
Q2 | $2.02K | Hold |
34
| – | – | ﹤0.01% | 719 |
|
|
2024
Q1 | $2.05K | Hold |
34
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $1.97K | Hold |
34
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $1.81K | Hold |
34
| – | – | ﹤0.01% | 615 |
|
|
2023
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 608 |
|
|
2023
Q1 | $2.09K | Hold |
34
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $2.15K | Hold |
34
| – | – | ﹤0.01% | 571 |
|
|
2022
Q3 | $1.98K | Hold |
34
| – | – | ﹤0.01% | 608 |
|
|
2022
Q2 | $2.29K | Hold |
34
| – | – | ﹤0.01% | 571 |
|
|
2022
Q1 | $2.38K | Hold |
34
| – | – | ﹤0.01% | 598 |
|
|
2021
Q4 | $2.21K | Hold |
34
| – | – | ﹤0.01% | 630 |
|
|
2021
Q3 | $2.03K | Hold |
34
| – | – | ﹤0.01% | 610 |
|
|
2021
Q2 | $2.01K | Hold |
34
| – | – | ﹤0.01% | 623 |
|
|
2021
Q1 | $2.08K | Hold |
34
| – | – | ﹤0.01% | 626 |
|
|
2020
Q4 | $2.07K | Hold |
34
| – | – | ﹤0.01% | 548 |
|
|
2020
Q3 | $2.09K | Hold |
34
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $1.99K | Hold |
34
| – | – | ﹤0.01% | 475 |
|
|
2020
Q1 | $2K | Buy |
34
+15
| +79% | +$960 | ﹤0.01% | 429 |
|
|
2019
Q4 | $1.19K | Hold |
19
| – | – | ﹤0.01% | 550 |
|
|
2019
Q3 | $1.22K | Buy |
+19
| New | +$1.15K | ﹤0.01% | 523 |
|
|
2019
Q2 | – | Sell |
-19
| Closed | -$1.05K | – | 865 |
|
|
2019
Q1 | $1.05K | Hold |
19
| – | – | ﹤0.01% | 547 |
|
|
2018
Q4 | $943 | Hold |
19
| – | – | ﹤0.01% | 562 |
|
|
2018
Q3 | $931 | Hold |
19
| – | – | ﹤0.01% | 649 |
|
|
2018
Q2 | $898 | Hold |
19
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $861 | Buy |
+19
| New | +$834 | ﹤0.01% | 655 |
|
Other funds holding CMS
Raffa Wealth Management's CMS Position: Q2 2026 in Review
Raffa Wealth Management reduced its CMS Energy (CMS) stake by 8.7% in Q2 2026, selling an estimated $150 and leaving 21 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #893.
Raffa Wealth Management first reported a position in CMS in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.58K in Q1 2025. 772 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Raffa Wealth Management held 21 shares of CMS Energy worth $1.61K as of Q2 2026.
- Raffa Wealth Management sold 2 CMS Energy shares in Q2 2026, an estimated $150.
- CMS Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #893 holding.
- Raffa Wealth Management first reported a position in CMS Energy in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's CMS Energy position peaked at $4.58K in Q1 2025.
- 772 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.