Boston Private Wealth LLC
- SEC CIK
- 0001626116
- Latest filing
- Jul 17, 2026
CMS holding history
CMS Energy Corp in every 13F filed by Boston Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CMS overviewAll 13F holders of CMSFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −13,652−100.0% | Sold out | Holders |
| Q3 2025 | 13,652 | $1.00M | 0.1% | −4,248−23.7% | Reduced | Holders |
| Q2 2025 | 17,900 | $1.24M | 0.1% | +17,900 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −5,489−100.0% | Sold out | Holders |
| Q4 2024 | 5,489 | $365.8K | <0.1% | +5,489 | New | Holders |