TPWA
CMS icon

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
Q2 		– Sell
-184
Closed -$14.3K – 613
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's CMS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 184 shares — an estimated $14.3K sold.

Twin Peaks Wealth Advisors first reported a position in CMS in Q2 2025 and held it in 2 quarters. The position peaked at $14.3K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 184 CMS Energy shares in Q2 2026, an estimated $14.3K.
  • Twin Peaks Wealth Advisors first reported a position in CMS Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's CMS Energy position peaked at $14.3K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.