Strategic Wealth Partners’s CMS Energy CMS Stock Holding History

Strategic Wealth Partners’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	$7.76K	Hold	100	–	–	﹤0.01%	952
2025 Q4	$6.99K	Hold	100	–	–	﹤0.01%	979
2025 Q3	$7.33K	Hold	100	–	–	﹤0.01%	968
2025 Q2	$6.93K	Buy	+100	New	+$7.13K	﹤0.01%	851
2019 Q3	–	Sell	-165	Closed	-$9K	–	735
2019 Q2	$9K	Sell	165 -1,270	-89%	-$71.3K	﹤0.01%	566
2019 Q1	$79K	Hold	1,435	–	–	0.04%	199
2018 Q4	$72K	Hold	1,435	–	–	0.04%	199
2018 Q3	$70K	Hold	1,435	–	–	0.04%	206
2018 Q2	$68K	Hold	1,435	–	–	0.04%	231
2018 Q1	$65K	Buy	+1,435	New	+$63K	0.03%	225

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Strategic Wealth Partners's CMS Position: Q1 2026 in Review

Strategic Wealth Partners held its CMS Energy (CMS) position steady in Q1 2026 at 100 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Strategic Wealth Partners first reported a position in CMS in Q1 2018 and has held it in 10 quarters since. The position peaked at $79K in Q1 2019. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Strategic Wealth Partners held 100 shares of CMS Energy worth $7.76K as of Q1 2026.
Strategic Wealth Partners left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #952 holding.
Strategic Wealth Partners first reported a position in CMS Energy in Q1 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's CMS Energy position peaked at $79K in Q1 2019.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.