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Twin Peaks Wealth Advisors’s CMS Energy CMS Stock Holding History

Twin Peaks Wealth Advisors’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 		$14.3K Buy
+184
New +$13.7K ﹤0.01% 871
2025
Q3 		– Sell
-98
Closed -$7.13K – 541
2025
Q2 		$7.13K Buy
+98
New +$6.98K ﹤0.01% 1111

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

Twin Peaks Wealth Advisors's CMS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CMS Energy (CMS) in Q1 2026: 184 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CMS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CMS in Q2 2025 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 184 shares of CMS Energy worth $14.3K as of Q1 2026.
  • CMS Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CMS Energy made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #871 holding.
  • Twin Peaks Wealth Advisors first reported a position in CMS Energy in Q2 2025 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.