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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
Q2 		$237K Sell
3,096
-391
-11% -$29.3K ﹤0.01% 1544
2026
Q1 		$270K Buy
+3,487
New +$259K ﹤0.01% 1353

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 $3.38T AUM 44.17% 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

Waverly Advisors's CMS Position: Q2 2026 in Review

Waverly Advisors reduced its CMS Energy (CMS) stake by 11% in Q2 2026, selling an estimated $29.3K and leaving 3,096 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Waverly Advisors first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $270K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Waverly Advisors held 3,096 shares of CMS Energy worth $237K as of Q2 2026.
  • Waverly Advisors sold 391 CMS Energy shares in Q2 2026, an estimated $29.3K.
  • CMS Energy made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1544 holding.
  • Waverly Advisors first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • Waverly Advisors's CMS Energy position peaked at $270K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.