SWM
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SHP Wealth Management’s CMS Energy CMS Stock Holding History

SHP 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 		$2.66K Hold
35
– – ﹤0.01% 1319
2026
Q1 		$2.69K Buy
35
+30
+600% +$2.23K ﹤0.01% 1213
2025
Q4 		$331 Buy
+5
New +$364 ﹤0.01% 1419

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 35 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

SHP Wealth Management first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.69K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • SHP Wealth Management held 35 shares of CMS Energy worth $2.66K as of Q2 2026.
  • SHP Wealth Management left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1319 holding.
  • SHP Wealth Management first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's CMS Energy position peaked at $2.69K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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