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Sovereign Financial Group’s CMS Energy CMS Stock Holding History

Sovereign Financial Group’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 		$216K Sell
2,818
-5
-0.2% -$375 0.03% 350
2026
Q1 		$219K Buy
+2,823
New +$210K 0.04% 322
2025
Q4 		– Sell
-2,731
Closed -$200K – 350
2025
Q3 		$200K Buy
+2,731
New +$196K 0.04% 317

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

Sovereign Financial Group's CMS Position: Q2 2026 in Review

Sovereign Financial Group reduced its CMS Energy (CMS) stake by 0.18% in Q2 2026, selling an estimated $375 and leaving 2,818 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #350.

Sovereign Financial Group first reported a position in CMS in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Sovereign Financial Group held 2,818 shares of CMS Energy worth $216K as of Q2 2026.
  • Sovereign Financial Group sold 5 CMS Energy shares in Q2 2026, an estimated $375.
  • CMS Energy made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #350 holding.
  • Sovereign Financial Group first reported a position in CMS Energy in Q3 2025 and has held it in 3 quarters since.
  • Sovereign Financial Group's CMS Energy position peaked at $219K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.