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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $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 $1.02T AUM 30.18% 1-Year Est. Return

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

SHP Wealth Management increased its CMS Energy (CMS) stake by 600% in Q1 2026, buying an estimated $2.23K and bringing the position to 35 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

SHP Wealth Management first reported a position in CMS in Q4 2025 and has held it in 2 quarters since. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • SHP Wealth Management held 35 shares of CMS Energy worth $2.69K as of Q1 2026.
  • SHP Wealth Management bought 30 CMS Energy shares in Q1 2026, an estimated $2.23K.
  • CMS Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1213 holding.
  • SHP Wealth Management first reported a position in CMS Energy in Q4 2025 and has held it in 2 quarters since.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.