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Whipplewood Advisors’s CMS Energy CMS Stock Holding History

Whipplewood 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
2026
Q2 		– Sell
-66
Closed -$5.12K – 714
2026
Q1 		$5.12K Buy
66
+55
+500% +$4.08K ﹤0.01% 611
2025
Q4 		$769 Buy
+11
New +$800 ﹤0.01% 432
2025
Q3 		– Sell
-92
Closed -$6.37K – 472
2025
Q2 		$6.37K Sell
92
-40
-30% -$2.85K ﹤0.01% 649
2025
Q1 		$6.83K Buy
132
+30
+29% +$2.1K ﹤0.01% 634
2024
Q4 		$6.8K Buy
+102
New +$7.02K ﹤0.01% 628

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's CMS Position: Q2 2026 in Review

Whipplewood Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 66 shares — an estimated $5.12K sold.

Whipplewood Advisors first reported a position in CMS in Q4 2024 and held it in 5 quarters. The position peaked at $6.83K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Whipplewood Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 66 CMS Energy shares in Q2 2026, an estimated $5.12K.
  • Whipplewood Advisors first reported a position in CMS Energy in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's CMS Energy position peaked at $6.83K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.