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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Whipplewood Advisors's CMS Position: Q1 2026 in Review

Whipplewood Advisors increased its CMS Energy (CMS) stake by 500% in Q1 2026, buying an estimated $4.08K and bringing the position to 66 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Whipplewood Advisors first reported a position in CMS in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.83K in Q1 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Whipplewood Advisors held 66 shares of CMS Energy worth $5.12K as of Q1 2026.
Whipplewood Advisors bought 55 CMS Energy shares in Q1 2026, an estimated $4.08K.
CMS Energy made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #611 holding.
Whipplewood Advisors first reported a position in CMS Energy in Q4 2024 and has held it in 5 quarters since.
Whipplewood Advisors's CMS Energy position peaked at $6.83K in Q1 2025.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.