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Waverly Advisors’s CMS Energy CMS Stock Holding History

Waverly 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 		$270K Buy
+3,487
New +$259K ﹤0.01% 1353

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

Waverly Advisors's CMS Position: Q1 2026 in Review

Waverly Advisors opened a new position in CMS Energy (CMS) in Q1 2026: 3,487 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1353 among its holdings.

799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Waverly Advisors held 3,487 shares of CMS Energy worth $270K as of Q1 2026.
  • CMS Energy was a new Waverly Advisors position in Q1 2026.
  • CMS Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1353 holding.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.