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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Raffa Wealth Management, 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 (Q2 2026)
21
Value
$1.61K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of CMS by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621$1.61K<0.1%−2−8.7%ReducedHolders
Q1 202623$1.78K<0.1%+4+21.1%AddedHolders
Q4 202519$1.33K<0.1%−15−44.1%ReducedHolders
Q3 202534$2.49K<0.1%00.0%UnchangedHolders
Q2 202534$2.36K<0.1%−27−44.3%ReducedHolders
Q1 202561$4.58K<0.1%00.0%UnchangedHolders
Q4 202461$4.07K<0.1%+27+79.4%AddedHolders
Q3 202434$2.40K<0.1%00.0%UnchangedHolders
Q2 202434$2.02K<0.1%00.0%UnchangedHolders
Q1 202434$2.05K<0.1%00.0%UnchangedHolders
Q4 202334$1.97K<0.1%00.0%UnchangedHolders
Q3 202334$1.81K<0.1%00.0%UnchangedHolders
Q2 202334$2.00K<0.1%00.0%UnchangedHolders
Q1 202334$2.09K<0.1%00.0%UnchangedHolders
Q4 202234$2.15K<0.1%00.0%UnchangedHolders
Q3 202234$1.98K<0.1%00.0%UnchangedHolders
Q2 202234$2.29K<0.1%00.0%UnchangedHolders
Q1 202234$2.38K<0.1%00.0%UnchangedHolders
Q4 202134$2.21K<0.1%00.0%UnchangedHolders
Q3 202134$2.03K<0.1%00.0%UnchangedHolders
Q2 202134$2.01K<0.1%00.0%UnchangedHolders
Q1 202134$2.08K<0.1%00.0%UnchangedHolders
Q4 202034$2.07K<0.1%00.0%Unchanged–
Q3 202034$2.09K<0.1%00.0%Unchanged–
Q2 202034$1.99K<0.1%00.0%Unchanged–
Q1 202034$2.00K<0.1%+15+78.9%Added–
Q4 201919$1.19K<0.1%00.0%Unchanged–
Q3 201919$1.22K<0.1%+19New–
Q2 20190$00.0%−19−100.0%Sold out–
Q1 201919$1.05K<0.1%00.0%Unchanged–
Q4 201819$943<0.1%00.0%Unchanged–
Q3 201819$931<0.1%00.0%Unchanged–
Q2 201819$898<0.1%00.0%Unchanged–
Q1 201819$861<0.1%+19New–