RWS
CMS icon

Retirement Wealth Solutions’s CMS Energy CMS Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-6
Closed -$420 – 828
2025
Q4 		$420 Buy
6
+1
+20% +$73 ﹤0.01% 695
2025
Q3 		$367 Buy
+5
New +$359 ﹤0.01% 724

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Retirement Wealth Solutions's CMS Position: Q1 2026 in Review

Retirement Wealth Solutions sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 6 shares — an estimated $420 sold.

Retirement Wealth Solutions first reported a position in CMS in Q3 2025 and held it in 2 quarters. The position peaked at $420 in Q4 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Retirement Wealth Solutions reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 6 CMS Energy shares in Q1 2026, an estimated $420.
  • Retirement Wealth Solutions first reported a position in CMS Energy in Q3 2025 and held it in 2 quarters.
  • Retirement Wealth Solutions's CMS Energy position peaked at $420 in Q4 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Retirement Wealth Solutions's 13F filing for Q1 2026, filed 7 Apr 2026.