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TD Private Client Wealth’s CMS Energy CMS Stock Holding History

TD Private Client 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
2026
Q1 		$98.2K Buy
1,266
+9
+0.7% +$668 ﹤0.01% 761
2025
Q4 		$87.9K Buy
1,257
+1
+0.1% +$73 ﹤0.01% 786
2025
Q3 		$92K Buy
1,256
+133
+12% +$9.55K ﹤0.01% 764
2025
Q2 		$77.8K Buy
1,123
+35
+3% +$2.49K ﹤0.01% 770
2025
Q1 		$81.7K Buy
+1,088
New +$76K ﹤0.01% 729
2024
Q4 		– Sell
-1,170
Closed -$82.6K – 1319
2024
Q3 		$82.6K Buy
1,170
+17
+1% +$1.12K ﹤0.01% 742
2024
Q2 		$68.6K Sell
1,153
-14
-1% -$847 ﹤0.01% 751
2024
Q1 		$70.4K Sell
1,167
-3
-0.3% -$174 ﹤0.01% 754
2023
Q4 		$67.9K Sell
1,170
-83
-7% -$4.63K ﹤0.01% 764
2023
Q3 		$66.5K Sell
1,253
-620
-33% -$35.9K ﹤0.01% 722
2023
Q2 		$110K Buy
1,873
+37
+2% +$2.23K ﹤0.01% 642
2023
Q1 		$113K Buy
1,836
+28
+2% +$1.72K 0.01% 633
2022
Q4 		$115K Buy
1,808
+10
+0.6% +$591 0.01% 611
2022
Q3 		$105K Buy
1,798
+53
+3% +$3.56K 0.01% 606
2022
Q2 		$118K Sell
1,745
-91
-5% -$6.28K 0.01% 590
2022
Q1 		$128K Buy
1,836
+6
+0.3% +$389 0.01% 605
2021
Q4 		$119K Buy
1,830
+27
+1% +$1.66K ﹤0.01% 615
2021
Q3 		$108K Buy
1,803
+167
+10% +$10.4K ﹤0.01% 624
2021
Q2 		$96.7K Sell
1,636
-22
-1% -$1.37K ﹤0.01% 622
2021
Q1 		$102K Sell
1,658
-2,337
-58% -$134K ﹤0.01% 598
2020
Q4 		$244K Sell
3,995
-16,896
-81% -$1.06M 0.01% 466
2020
Q3 		$1.28M Buy
20,891
+432
+2% +$26.4K 0.07% 259
2020
Q2 		$1.2M Sell
20,459
-5,151
-20% -$298K 0.07% 262
2020
Q1 		$1.5M Sell
25,610
-5,687
-18% -$364K 0.11% 178
2019
Q4 		$1.97M Buy
+31,297
New +$1.95M 0.12% 181

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Private Client Wealth's CMS Position: Q1 2026 in Review

TD Private Client Wealth increased its CMS Energy (CMS) stake by 0.72% in Q1 2026, buying an estimated $668 and bringing the position to 1,266 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

TD Private Client Wealth first reported a position in CMS in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.97M in Q4 2019. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • TD Private Client Wealth held 1,266 shares of CMS Energy worth $98.2K as of Q1 2026.
  • TD Private Client Wealth bought 9 CMS Energy shares in Q1 2026, an estimated $668.
  • CMS Energy made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #761 holding.
  • TD Private Client Wealth first reported a position in CMS Energy in Q4 2019 and has held it in 25 quarters since.
  • TD Private Client Wealth's CMS Energy position peaked at $1.97M in Q4 2019.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.