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Spire Wealth Management’s CMS Energy CMS Stock Holding History

Spire 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 		$91.5K Sell
1,196
-8
-0.7% -$600 ﹤0.01% 1005
2026
Q1 		$93.4K Buy
1,204
+139
+13% +$10.3K ﹤0.01% 981
2025
Q4 		$74.5K Buy
1,065
+8
+0.8% +$582 ﹤0.01% 1069
2025
Q3 		$77.5K Sell
1,057
-454
-30% -$32.6K ﹤0.01% 1086
2025
Q2 		$105K Sell
1,511
-1,039
-41% -$74K ﹤0.01% 949
2025
Q1 		$191K Buy
2,550
+154
+6% +$10.8K 0.01% 833
2024
Q4 		$160K Buy
2,396
+93
+4% +$6.4K 0.01% 881
2024
Q3 		$163K Sell
2,303
-323
-12% -$21.2K 0.01% 782
2024
Q2 		$156K Sell
2,626
-52
-2% -$3.15K 0.01% 777
2024
Q1 		$162K Buy
2,678
+658
+33% +$38.1K ﹤0.01% 833
2023
Q4 		$114K Buy
2,020
+133
+7% +$7.43K ﹤0.01% 957
2023
Q3 		$100K Buy
1,887
+73
+4% +$4.23K ﹤0.01% 953
2023
Q2 		$107K Buy
1,814
+4
+0.2% +$241 ﹤0.01% 950
2023
Q1 		$111K Buy
1,810
+779
+76% +$47.9K ﹤0.01% 940
2022
Q4 		$65K Buy
1,031
+99
+11% +$5.85K ﹤0.01% 893
2022
Q3 		$54K Sell
932
-507
-35% -$34.1K ﹤0.01% 921
2022
Q2 		$97K Sell
1,439
-832
-37% -$57.5K ﹤0.01% 1046
2022
Q1 		$159K Sell
2,271
-2,633
-54% -$171K ﹤0.01% 982
2021
Q4 		$319K Buy
4,904
+2,332
+91% +$143K 0.01% 880
2021
Q3 		$154K Buy
2,572
+20
+0.8% +$1.25K ﹤0.01% 1019
2021
Q2 		$151K Sell
2,552
-2,656
-51% -$165K ﹤0.01% 1041
2021
Q1 		$318K Buy
+5,208
New +$299K 0.01% 831

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

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

Spire Wealth Management reduced its CMS Energy (CMS) stake by 0.66% in Q2 2026, selling an estimated $600 and leaving 1,196 shares worth $91.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Spire Wealth Management first reported a position in CMS in Q1 2021 and has held it in 22 quarters since. The position peaked at $319K in Q4 2021. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Spire Wealth Management held 1,196 shares of CMS Energy worth $91.5K as of Q2 2026.
  • Spire Wealth Management sold 8 CMS Energy shares in Q2 2026, an estimated $600.
  • CMS Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Spire Wealth Management first reported a position in CMS Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's CMS Energy position peaked at $319K in Q4 2021.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.