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Wedbush Securities’s CMS Energy CMS Stock Holding History

Wedbush Securities’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 		$1.62M Buy
21,130
+1,634
+8% +$122K 0.04% 347
2026
Q1 		$1.51M Buy
19,496
+311
+2% +$23.1K 0.04% 333
2025
Q4 		$1.34M Buy
19,185
+4,977
+35% +$362K 0.04% 352
2025
Q3 		$1.04M Buy
14,208
+8,911
+168% +$640K 0.03% 417
2025
Q2 		$367K Sell
5,297
-7
-0.1% -$499 0.01% 746
2025
Q1 		$398K Buy
5,304
+108
+2% +$7.54K 0.01% 682
2024
Q4 		$346K Sell
5,196
-81
-2% -$5.57K 0.01% 759
2024
Q3 		$373K Buy
5,277
+3
+0.1% +$197 0.01% 721
2024
Q2 		$314K Sell
5,274
-673
-11% -$40.7K 0.01% 843
2024
Q1 		$359K Buy
5,947
+88
+2% +$5.1K 0.01% 782
2023
Q4 		$340K Sell
5,859
-163
-3% -$9.1K 0.02% 711
2023
Q3 		$320K Sell
6,022
-311
-5% -$18K 0.02% 697
2023
Q2 		$372K Buy
6,333
+168
+3% +$10.1K 0.02% 660
2023
Q1 		$378K Buy
6,165
+2
+0% +$123 0.02% 644
2022
Q4 		$390K Buy
6,163
+1
+0% +$59 0.02% 605
2022
Q3 		$359K Buy
6,162
+1
+0% +$67 0.02% 642
2022
Q2 		$416K Sell
6,161
-16
-0.3% -$1.1K 0.02% 599
2022
Q1 		$432K Buy
+6,177
New +$401K 0.02% 649
2018
Q4 		– Sell
-5,913
Closed -$290K – 848
2018
Q3 		$290K Sell
5,913
-400
-6% -$19.5K 0.03% 592
2018
Q2 		$298K Sell
6,313
-2
-0% -$90 0.04% 557
2018
Q1 		$286K Buy
6,315
+1,600
+34% +$70.2K 0.04% 546
2017
Q4 		$223K Buy
+4,715
New +$228K 0.03% 668

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

Wedbush Securities's CMS Position: Q2 2026 in Review

Wedbush Securities increased its CMS Energy (CMS) stake by 8.4% in Q2 2026, buying an estimated $122K and bringing the position to 21,130 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #347.

Wedbush Securities first reported a position in CMS in Q4 2017 and has held it in 22 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Wedbush Securities held 21,130 shares of CMS Energy worth $1.62M as of Q2 2026.
  • Wedbush Securities bought 1,634 CMS Energy shares in Q2 2026, an estimated $122K.
  • CMS Energy made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #347 holding.
  • Wedbush Securities first reported a position in CMS Energy in Q4 2017 and has held it in 22 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.