Winnow Wealth’s CMS Energy CMS Stock Holding History

Winnow Wealth’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	-9	Closed	-$630	–	202
2025 Q4	$630	Hold	9	–	–	﹤0.01%	478
2025 Q3	$666	Buy	+9	New	+$646	﹤0.01%	450
2025 Q2	–	Sell	-9	Closed	-$635	–	259
2025 Q1	$635	Buy	9 +3	+50%	+$210	﹤0.01%	464
2024 Q4	$345	Buy	+6	New	+$413	﹤0.01%	503

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winnow Wealth's CMS Position: Q1 2026 in Review

Winnow Wealth sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 9 shares — an estimated $630 sold.

Winnow Wealth first reported a position in CMS in Q4 2024 and held it in 4 quarters. The position peaked at $666 in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Winnow Wealth reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 9 CMS Energy shares in Q1 2026, an estimated $630.
Winnow Wealth first reported a position in CMS Energy in Q4 2024 and held it in 4 quarters.
Winnow Wealth's CMS Energy position peaked at $666 in Q3 2025.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.