True Wealth Design’s CMS Energy CMS Stock Holding History

True Wealth Design’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	$40.2K	Buy	526 +402	+324%	+$30.1K	0.01%	570
2026 Q1	$9.62K	Buy	124 +4	+3%	+$297	﹤0.01%	982
2025 Q4	$8.39K	Sell	120 -6	-5%	-$436	﹤0.01%	922
2025 Q3	$9.23K	Buy	126 +47	+59%	+$3.38K	﹤0.01%	863
2025 Q2	$5.47K	Sell	79 -24	-23%	-$1.71K	﹤0.01%	771
2025 Q1	$7.74K	Buy	103 +86	+506%	+$6.01K	﹤0.01%	549
2024 Q4	$1.13K	Buy	17 +2	+13%	+$138	﹤0.01%	900
2024 Q3	$1.06K	Buy	15 +2	+15%	+$131	﹤0.01%	962
2024 Q2	$774	Buy	13 +6	+86%	+$363	﹤0.01%	570
2024 Q1	$423	Buy	7 +3	+75%	+$174	﹤0.01%	657
2023 Q4	$233	Hold	4	–	–	﹤0.01%	657
2023 Q3	$213	Hold	4	–	–	﹤0.01%	628
2023 Q2	$235	Hold	4	–	–	﹤0.01%	627
2023 Q1	$246	Hold	4	–	–	﹤0.01%	692
2022 Q4	$253	Buy	+4	New	+$236	﹤0.01%	618

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

True Wealth Design's CMS Position: Q2 2026 in Review

True Wealth Design increased its CMS Energy (CMS) stake by 324% in Q2 2026, buying an estimated $30.1K and bringing the position to 526 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #570.

True Wealth Design first reported a position in CMS in Q4 2022 and has held it in 15 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

True Wealth Design held 526 shares of CMS Energy worth $40.2K as of Q2 2026.
True Wealth Design bought 402 CMS Energy shares in Q2 2026, an estimated $30.1K.
CMS Energy made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #570 holding.
True Wealth Design first reported a position in CMS Energy in Q4 2022 and has held it in 15 quarters since.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.