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Rialto Wealth Management’s CMS Energy CMS Stock Holding History

Rialto Wealth Management’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 		$7.04K Buy
92
+39
+74% +$2.92K ﹤0.01% 636
2026
Q1 		$4.11K Buy
53
+18
+51% +$1.34K ﹤0.01% 633
2025
Q4 		$2.45K Sell
35
-21
-38% -$1.53K ﹤0.01% 676
2025
Q3 		$4.1K Buy
56
+44
+367% +$3.16K ﹤0.01% 506
2025
Q2 		$832 Buy
12
+5
+71% +$356 ﹤0.01% 929
2025
Q1 		$526 Buy
+7
New +$489 ﹤0.01% 796

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

Rialto Wealth Management's CMS Position: Q2 2026 in Review

Rialto Wealth Management increased its CMS Energy (CMS) stake by 74% in Q2 2026, buying an estimated $2.92K and bringing the position to 92 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

Rialto Wealth Management first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Rialto Wealth Management held 92 shares of CMS Energy worth $7.04K as of Q2 2026.
  • Rialto Wealth Management bought 39 CMS Energy shares in Q2 2026, an estimated $2.92K.
  • CMS Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #636 holding.
  • Rialto Wealth Management first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.