Acorn Wealth Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $499K | Sell |
6,430
-942
| -13% | -$69.9K | 0.15% | 141 |
|
|
2025
Q4 | $515K | Sell |
7,372
-15
| -0.2% | -$1.09K | 0.15% | 133 |
|
|
2025
Q3 | $541K | Buy |
7,387
+44
| +0.6% | +$3.16K | 0.17% | 133 |
|
|
2025
Q2 | $509K | Sell |
7,343
-145
| -2% | -$10.3K | 0.19% | 119 |
|
|
2025
Q1 | $562K | Buy |
7,488
+40
| +0.5% | +$2.79K | 0.23% | 95 |
|
|
2024
Q4 | $496K | Buy |
7,448
+46
| +0.6% | +$3.17K | 0.21% | 104 |
|
|
2024
Q3 | $523K | Sell |
7,402
-113
| -2% | -$7.42K | 0.22% | 86 |
|
|
2024
Q2 | $447K | Sell |
7,515
-66
| -0.9% | -$4K | 0.22% | 90 |
|
|
2024
Q1 | $457K | Sell |
7,581
-2,563
| -25% | -$149K | 0.24% | 88 |
|
|
2023
Q4 | $589K | Buy |
10,144
+65
| +0.6% | +$3.63K | 0.35% | 64 |
|
|
2023
Q3 | $535K | Buy |
10,079
+453
| +5% | +$26.2K | 0.36% | 63 |
|
|
2023
Q2 | $566K | Buy |
9,626
+305
| +3% | +$18.4K | 0.39% | 65 |
|
|
2023
Q1 | $572K | Buy |
9,321
+72
| +0.8% | +$4.43K | 0.42% | 56 |
|
|
2022
Q4 | $586K | Sell |
9,249
-3
| -0% | -$177 | 0.45% | 50 |
|
|
2022
Q3 | $539K | Buy |
9,252
+38
| +0.4% | +$2.56K | 0.44% | 51 |
|
|
2022
Q2 | $622K | Buy |
9,214
+352
| +4% | +$24.3K | 0.49% | 46 |
|
|
2022
Q1 | $620K | Buy |
8,862
+58
| +0.7% | +$3.76K | 0.43% | 55 |
|
|
2021
Q4 | $573K | Buy |
8,804
+58
| +0.7% | +$3.56K | 0.36% | 65 |
|
|
2021
Q3 | $522K | Buy |
8,746
+53
| +0.6% | +$3.31K | 0.37% | 66 |
|
|
2021
Q2 | $514K | Sell |
8,693
-132
| -1% | -$8.21K | 0.36% | 69 |
|
|
2021
Q1 | $540K | Buy |
8,825
+61
| +0.7% | +$3.51K | 0.39% | 65 |
|
|
2020
Q4 | $535K | Buy |
8,764
+51
| +0.6% | +$3.19K | 0.42% | 55 |
|
|
2020
Q3 | $535K | Buy |
8,713
+302
| +4% | +$18.5K | 0.47% | 50 |
|
|
2020
Q2 | $491K | Sell |
8,411
-196
| -2% | -$11.3K | 0.46% | 50 |
|
|
2020
Q1 | $506K | Buy |
8,607
+296
| +4% | +$18.9K | 0.57% | 43 |
|
|
2019
Q4 | $518K | Buy |
8,311
+34
| +0.4% | +$2.12K | 0.44% | 47 |
|
|
2019
Q3 | $501K | Buy |
8,277
+615
| +8% | +$37.3K | 0.43% | 47 |
|
|
2019
Q2 | $460K | Buy |
7,662
+12
| +0.2% | +$673 | 0.42% | 47 |
|
|
2019
Q1 | $421K | Buy |
7,650
+281
| +4% | +$14.8K | 0.38% | 54 |
|
|
2018
Q4 | $362K | Sell |
7,369
-1,201
| -14% | -$60.7K | 0.37% | 55 |
|
|
2018
Q3 | $414K | Buy |
8,570
+216
| +3% | +$10.5K | 0.41% | 53 |
|
|
2018
Q2 | $400K | Buy |
8,354
+31
| +0.4% | +$1.4K | 0.34% | 51 |
|
|
2018
Q1 | $394K | Buy |
8,323
+109
| +1% | +$4.78K | 0.34% | 50 |
|
|
2017
Q4 | $378K | Buy |
+8,214
| New | +$398K | 0.35% | 52 |
|
Other funds holding CMS
VCM
VPM
Acorn Wealth Advisors's CMS Position: Q1 2026 in Review
Acorn Wealth Advisors reduced its CMS Energy (CMS) stake by 13% in Q1 2026, selling an estimated $69.9K and leaving 6,430 shares worth $499K. The position accounts for 0.15% of the portfolio, ranked #141.
Acorn Wealth Advisors first reported a position in CMS in Q4 2017 and has held it in 34 quarters since. The position peaked at $622K in Q2 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Acorn Wealth Advisors held 6,430 shares of CMS Energy worth $499K as of Q1 2026.
- Acorn Wealth Advisors sold 942 CMS Energy shares in Q1 2026, an estimated $69.9K.
- CMS Energy made up 0.15% of Acorn Wealth Advisors's portfolio in Q1 2026, its #141 holding.
- Acorn Wealth Advisors first reported a position in CMS Energy in Q4 2017 and has held it in 34 quarters since.
- Acorn Wealth Advisors's CMS Energy position peaked at $622K in Q2 2022.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Acorn Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.