Advisors Asset Management’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
Q2 | $2.39M | Buy |
31,248
+4,561
| +17% | +$342K | 0.04% | 557 |
|
|
2026
Q1 | $2.07M | Buy |
26,687
+2,761
| +12% | +$205K | 0.03% | 582 |
|
|
2025
Q4 | $1.67M | Buy |
23,926
+3,008
| +14% | +$219K | 0.03% | 653 |
|
|
2025
Q3 | $1.53M | Buy |
20,918
+1,372
| +7% | +$98.6K | 0.03% | 673 |
|
|
2025
Q2 | $1.35M | Buy |
19,546
+1,681
| +9% | +$120K | 0.02% | 681 |
|
|
2025
Q1 | $1.34M | Sell |
17,865
-1,853
| -9% | -$129K | 0.03% | 675 |
|
|
2024
Q4 | $1.31M | Sell |
19,718
-635
| -3% | -$43.7K | 0.02% | 676 |
|
|
2024
Q3 | $1.44M | Sell |
20,353
-3,566
| -15% | -$234K | 0.03% | 645 |
|
|
2024
Q2 | $1.42M | Buy |
23,919
+345
| +1% | +$20.9K | 0.03% | 631 |
|
|
2024
Q1 | $1.42M | Sell |
23,574
-97
| -0.4% | -$5.62K | 0.03% | 653 |
|
|
2023
Q4 | $1.37M | Buy |
23,671
+2,150
| +10% | +$120K | 0.03% | 634 |
|
|
2023
Q3 | $1.14M | Buy |
21,521
+957
| +5% | +$55.4K | 0.02% | 687 |
|
|
2023
Q2 | $1.21M | Buy |
20,564
+3,270
| +19% | +$197K | 0.02% | 679 |
|
|
2023
Q1 | $1.06M | Buy |
17,294
+2,923
| +20% | +$180K | 0.02% | 734 |
|
|
2022
Q4 | $910K | Buy |
14,371
+2,556
| +22% | +$151K | 0.02% | 775 |
|
|
2022
Q3 | $688K | Buy |
11,815
+311
| +3% | +$20.9K | 0.01% | 854 |
|
|
2022
Q2 | $777K | Buy |
11,504
+562
| +5% | +$38.8K | 0.01% | 825 |
|
|
2022
Q1 | $765K | Sell |
10,942
-947
| -8% | -$61.4K | 0.01% | 879 |
|
|
2021
Q4 | $773K | Sell |
11,889
-4,320
| -27% | -$265K | 0.01% | 888 |
|
|
2021
Q3 | $968K | Sell |
16,209
-1,808
| -10% | -$113K | 0.01% | 832 |
|
|
2021
Q2 | $1.06M | Sell |
18,017
-6,069
| -25% | -$377K | 0.01% | 817 |
|
|
2021
Q1 | $1.47M | Sell |
24,086
-459
| -2% | -$26.4K | 0.02% | 697 |
|
|
2020
Q4 | $1.5M | Buy |
24,545
+4,540
| +23% | +$284K | 0.02% | 662 |
|
|
2020
Q3 | $1.23M | Buy |
20,005
+572
| +3% | +$35K | 0.02% | 647 |
|
|
2020
Q2 | $1.14M | Buy |
19,433
+177
| +0.9% | +$10.2K | 0.02% | 662 |
|
|
2020
Q1 | $1.13M | Buy |
19,256
+2,612
| +16% | +$167K | 0.03% | 583 |
|
|
2019
Q4 | $1.05M | Sell |
16,644
-492
| -3% | -$30.7K | 0.02% | 743 |
|
|
2019
Q3 | $1.1M | Buy |
17,136
+167
| +1% | +$10.1K | 0.02% | 720 |
|
|
2019
Q2 | $983K | Sell |
16,969
-11,858
| -41% | -$666K | 0.02% | 788 |
|
|
2019
Q1 | $1.6M | Sell |
28,827
-20,973
| -42% | -$1.11M | 0.03% | 630 |
|
|
2018
Q4 | $2.47M | Sell |
49,800
-22,934
| -32% | -$1.16M | 0.05% | 430 |
|
|
2018
Q3 | $3.56M | Sell |
72,734
-13,937
| -16% | -$679K | 0.06% | 380 |
|
|
2018
Q2 | $4.1M | Sell |
86,671
-28,306
| -25% | -$1.28M | 0.07% | 343 |
|
|
2018
Q1 | $4.88M | Sell |
114,977
-14,767
| -11% | -$648K | 0.08% | 323 |
|
|
2017
Q4 | $6.14M | Buy |
129,744
+4,027
| +3% | +$195K | 0.1% | 258 |
|
|
2017
Q3 | $5.82M | Sell |
125,717
-4,836
| -4% | -$228K | 0.1% | 283 |
|
|
2017
Q2 | $6.04M | Buy |
130,553
+16,384
| +14% | +$757K | 0.1% | 278 |
|
|
2017
Q1 | $5.11M | Buy |
114,169
+2,918
| +3% | +$126K | 0.09% | 330 |
|
|
2016
Q4 | $4.63M | Buy |
111,251
+14,703
| +15% | +$601K | 0.08% | 362 |
|
|
2016
Q3 | $4.06M | Buy |
96,548
+15,099
| +19% | +$659K | 0.07% | 416 |
|
|
2016
Q2 | $3.73M | Buy |
+81,449
| New | +$3.42M | 0.06% | 444 |
|
|
2016
Q1 | – | Sell |
-41,920
| Closed | -$1.51M | – | 1828 |
|
|
2015
Q4 | $1.51M | Buy |
41,920
+4,304
| +11% | +$153K | 0.02% | 749 |
|
|
2015
Q3 | $1.33M | Sell |
37,616
-9,204
| -20% | -$310K | 0.02% | 793 |
|
|
2015
Q2 | $1.49M | Buy |
46,820
+1,019
| +2% | +$34.2K | 0.02% | 780 |
|
|
2015
Q1 | $1.6M | Sell |
45,801
-307
| -0.7% | -$10.9K | 0.02% | 740 |
|
|
2014
Q4 | $1.6M | Buy |
46,108
+1,587
| +4% | +$51.8K | 0.02% | 718 |
|
|
2014
Q3 | $1.32M | Buy |
44,521
+3,743
| +9% | +$112K | 0.02% | 740 |
|
|
2014
Q2 | $1.27M | Sell |
40,778
-41
| -0.1% | -$1.22K | 0.02% | 751 |
|
|
2014
Q1 | $1.2M | Buy |
40,819
+4,555
| +13% | +$126K | 0.02% | 709 |
|
|
2013
Q4 | $971K | Buy |
36,264
+4,858
| +15% | +$131K | 0.02% | 757 |
|
|
2013
Q3 | $827K | Buy |
31,406
+1,062
| +3% | +$28.8K | 0.01% | 733 |
|
|
2013
Q2 | $824K | Buy |
+30,344
| New | +$852K | 0.02% | 679 |
|
Other funds holding CMS
Advisors Asset Management's CMS Position: Q2 2026 in Review
Advisors Asset Management increased its CMS Energy (CMS) stake by 17% in Q2 2026, buying an estimated $342K and bringing the position to 31,248 shares worth $2.39M. The position accounts for 0.04% of the portfolio, ranked #557.
Advisors Asset Management first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.14M in Q4 2017. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Advisors Asset Management held 31,248 shares of CMS Energy worth $2.39M as of Q2 2026.
- Advisors Asset Management bought 4,561 CMS Energy shares in Q2 2026, an estimated $342K.
- CMS Energy made up 0.04% of Advisors Asset Management's portfolio in Q2 2026, its #557 holding.
- Advisors Asset Management first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's CMS Energy position peaked at $6.14M in Q4 2017.
- 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.