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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rialto Wealth Management's CMS Position: Q1 2026 in Review

Rialto Wealth Management increased its CMS Energy (CMS) stake by 51% in Q1 2026, buying an estimated $1.34K and bringing the position to 53 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Rialto Wealth Management first reported a position in CMS in Q1 2025 and has held it in 5 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Rialto Wealth Management held 53 shares of CMS Energy worth $4.11K as of Q1 2026.
  • Rialto Wealth Management bought 18 CMS Energy shares in Q1 2026, an estimated $1.34K.
  • CMS Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #633 holding.
  • Rialto Wealth Management first reported a position in CMS Energy in Q1 2025 and has held it in 5 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.