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Drive Wealth Management, LLC

SEC CIK
0001952781
Latest filing
Jul 21, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Drive 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2025
Holdings of CMS by Drive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,805−100.0%Sold outHolders
Q1 20262,805$217.6K<0.1%−111−3.8%ReducedHolders
Q4 20252,916$203.9K<0.1%+2,916NewHolders
Q3 20250$00.0%−3,012−100.0%Sold outHolders
Q2 20253,012$208.6K<0.1%+3,012NewHolders