Wealth Watch Advisors’s CMS Energy CMS Stock Holding History

Wealth Watch 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
2025 Q4	–	Sell	-7	Closed	-$513	–	976
2025 Q3	$513	Buy	+7	New	+$503	﹤0.01%	831

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Wealth Watch Advisors's CMS Position: Q4 2025 in Review

Wealth Watch Advisors sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 7 shares — an estimated $513 sold.

Wealth Watch Advisors first reported a position in CMS in Q3 2025 and held it in 1 quarter. The position peaked at $513 in Q3 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

Wealth Watch Advisors reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
Wealth Watch Advisors sold 7 CMS Energy shares in Q4 2025, an estimated $513.
Wealth Watch Advisors first reported a position in CMS Energy in Q3 2025 and held it in 1 quarter.
Wealth Watch Advisors's CMS Energy position peaked at $513 in Q3 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Wealth Watch Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.