Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s CMS Energy CMS Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.76M Buy
52,542
+14,494
+38% +$1.09M 0.01% 1184
2026
Q1 		$2.99M Sell
38,048
-932
-2% -$69.2K 0.01% 1180
2025
Q4 		$2.74M Buy
38,980
+5,310
+16% +$386K ﹤0.01% 1339
2025
Q3 		$2.48M Buy
33,670
+2,797
+9% +$201K ﹤0.01% 1321
2025
Q2 		$2.18M Buy
30,873
+2,093
+7% +$149K ﹤0.01% 1316
2025
Q1 		$2.16M Sell
28,780
-32,687
-53% -$2.28M ﹤0.01% 1205
2024
Q4 		$4.1M Sell
61,467
-52,369
-46% -$3.6M 0.01% 872
2024
Q3 		$8.04M Buy
113,836
+90,575
+389% +$5.94M 0.02% 587
2024
Q2 		$1.38M Buy
23,261
+6,247
+37% +$378K ﹤0.01% 1144
2024
Q1 		$1.03M Sell
17,014
-1,402
-8% -$81.3K ﹤0.01% 1224
2023
Q4 		$1.07M Sell
18,416
-252
-1% -$14.1K ﹤0.01% 1147
2023
Q3 		$991K Buy
+18,668
New +$1.08M ﹤0.01% 1097
2022
Q4 		– Sell
-22,502
Closed -$1.24M – 330
2022
Q3 		$1.24M Buy
+22,502
New +$1.51M 0.02% 220
2021
Q4 		– Sell
-18,524
Closed -$1.12M – 305
2021
Q3 		$1.12M Buy
+18,524
New +$1.16M 0.02% 204

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

Wealth Enhancement Advisory Services's CMS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CMS Energy (CMS) stake by 38% in Q2 2026, buying an estimated $1.09M and bringing the position to 52,542 shares worth $3.76M. The position accounts for 0.01% of the portfolio, ranked #1184.

Wealth Enhancement Advisory Services first reported a position in CMS in Q3 2021 and has held it in 14 quarters since. The position peaked at $8.04M in Q3 2024. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 52,542 shares of CMS Energy worth $3.76M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 14,494 CMS Energy shares in Q2 2026, an estimated $1.09M.
  • CMS Energy made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1184 holding.
  • Wealth Enhancement Advisory Services first reported a position in CMS Energy in Q3 2021 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's CMS Energy position peaked at $8.04M in Q3 2024.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.