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Wealthspire Advisors (New York)’s CMS Energy CMS Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,899
Closed -$203K – 963
2025
Q4 		$203K Buy
2,899
+1,889
+187% +$137K ﹤0.01% 968
2025
Q3 		$74K Buy
+1,010
New +$72.5K ﹤0.01% 1106
2019
Q1 		– Sell
-193
Closed -$10K – 194
2018
Q4 		$10K Buy
+193
New +$9.75K ﹤0.01% 497

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 2,899 shares — an estimated $203K sold.

Wealthspire Advisors (New York) first reported a position in CMS in Q4 2018 and held it in 3 quarters. The position peaked at $203K in Q4 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,899 CMS Energy shares in Q1 2026, an estimated $203K.
  • Wealthspire Advisors (New York) first reported a position in CMS Energy in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s CMS Energy position peaked at $203K in Q4 2025.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.