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SteelPeak Wealth’s CMS Energy CMS Stock Holding History

SteelPeak Wealth’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
2025
Q2 		– Sell
-32,159
Closed -$2.42M – 593
2025
Q1 		$2.42M Buy
+32,159
New +$2.25M 0.1% 160
2022
Q4 		– Sell
-24,440
Closed -$1.42M – 431
2022
Q3 		$1.42M Buy
24,440
+721
+3% +$48.5K 0.11% 138
2022
Q2 		$1.6M Buy
+23,719
New +$1.64M 0.12% 127

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SteelPeak Wealth's CMS Position: Q2 2025 in Review

SteelPeak Wealth sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 32,159 shares — an estimated $2.42M sold.

SteelPeak Wealth first reported a position in CMS in Q2 2022 and held it in 3 quarters. The position peaked at $2.42M in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • SteelPeak Wealth reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 32,159 CMS Energy shares in Q2 2025, an estimated $2.42M.
  • SteelPeak Wealth first reported a position in CMS Energy in Q2 2022 and held it in 3 quarters.
  • SteelPeak Wealth's CMS Energy position peaked at $2.42M in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.