Advisory Alpha’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
$471K Buy
6,158
+44
+0.7% +$3.3K 0.01% 388
2026
Q1
$474K Sell
6,114
-59
-1% -$4.38K 0.01% 338
2025
Q4
$432K Sell
6,173
-231
-4% -$16.8K 0.01% 331
2025
Q3
$460K Sell
6,404
-460
-7% -$33K 0.01% 309
2025
Q2
$476K Sell
6,864
-68
-1% -$4.84K 0.01% 275
2025
Q1
$521K Sell
6,932
-274
-4% -$19.1K 0.02% 243
2024
Q4
$480K Buy
7,206
+593
+9% +$40.8K 0.02% 240
2024
Q3
$467K Sell
6,613
-6
-0.1% -$394 0.02% 244
2024
Q2
$394K Buy
6,619
+878
+15% +$53.1K 0.02% 249
2024
Q1
$346K Buy
5,741
+316
+6% +$18.3K 0.01% 272
2023
Q4
$315K Buy
5,425
+361
+7% +$20.2K 0.01% 253
2023
Q3
$269K Buy
+5,064
New +$293K 0.01% 249
2020
Q4
Sell
-2,559
Closed -$161K 201
2020
Q3
$161K Buy
+2,559
New +$157K 0.03% 105
2020
Q2
Sell
-2,521
Closed -$149K 176
2020
Q1
$149K Buy
2,521
+37
+1% +$2.37K 0.04% 115
2019
Q4
$158K Sell
2,484
-91
-4% -$5.67K 0.04% 159
2019
Q3
$166K Buy
+2,575
New +$156K 0.05% 126
2019
Q2
Sell
-2,551
Closed -$139K 208
2019
Q1
$139K Buy
+2,551
New +$134K 0.05% 138

Other funds holding CMS

Advisory Alpha's CMS Position: Q2 2026 in Review

Advisory Alpha increased its CMS Energy (CMS) stake by 0.72% in Q2 2026, buying an estimated $3.3K and bringing the position to 6,158 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #388.

Advisory Alpha first reported a position in CMS in Q1 2019 and has held it in 17 quarters since. The position peaked at $521K in Q1 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Advisory Alpha held 6,158 shares of CMS Energy worth $471K as of Q2 2026.
  • Advisory Alpha bought 44 CMS Energy shares in Q2 2026, an estimated $3.3K.
  • CMS Energy made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #388 holding.
  • Advisory Alpha first reported a position in CMS Energy in Q1 2019 and has held it in 17 quarters since.
  • Advisory Alpha's CMS Energy position peaked at $521K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.