Wealth Enhancement Advisory Services
CMS icon

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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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. 136 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.
  • 136 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.