WCM
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WealthTrak Capital Management’s CMS Energy CMS Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-30
Closed -$2.08K – 239
2025
Q2 		$2.08K Sell
30
-5
-14% -$356 ﹤0.01% 433
2025
Q1 		$2.63K Buy
35
+25
+250% +$1.75K ﹤0.01% 324
2024
Q4 		$667 Buy
+10
New +$688 ﹤0.01% 511

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthTrak Capital Management's CMS Position: Q3 2025 in Review

WealthTrak Capital Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 30 shares — an estimated $2.08K sold.

WealthTrak Capital Management first reported a position in CMS in Q4 2024 and held it in 3 quarters. The position peaked at $2.63K in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • WealthTrak Capital Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 30 CMS Energy shares in Q3 2025, an estimated $2.08K.
  • WealthTrak Capital Management first reported a position in CMS Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's CMS Energy position peaked at $2.63K in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.