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Valued Wealth Advisors’s CMS Energy CMS Stock Holding History

Valued 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 		$918 Hold
12
– – ﹤0.01% 785
2026
Q1 		$931 Hold
12
– – ﹤0.01% 631
2025
Q4 		$840 Hold
12
– – ﹤0.01% 486
2025
Q3 		$880 Hold
12
– – ﹤0.01% 470
2025
Q2 		$832 Hold
12
– – ﹤0.01% 468
2025
Q1 		$902 Hold
12
– – ﹤0.01% 498
2024
Q4 		$800 Hold
12
– – ﹤0.01% 503
2024
Q3 		$848 Buy
+12
New +$787 ﹤0.01% 475

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

Valued Wealth Advisors's CMS Position: Q2 2026 in Review

Valued Wealth Advisors held its CMS Energy (CMS) position steady in Q2 2026 at 12 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Valued Wealth Advisors first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $931 in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Valued Wealth Advisors held 12 shares of CMS Energy worth $918 as of Q2 2026.
  • Valued Wealth Advisors left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #785 holding.
  • Valued Wealth Advisors first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
  • Valued Wealth Advisors's CMS Energy position peaked at $931 in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.