Advisory Services Network’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
$227K Sell
2,928
-36
-1% -$2.67K ﹤0.01% 1748
2025
Q4
$207K Buy
2,964
+377
+15% +$27.4K ﹤0.01% 1693
2025
Q3
$190K Buy
+2,587
New +$186K ﹤0.01% 1720
2024
Q1
Sell
-972
Closed -$56.4K 1855
2023
Q4
$56.4K Buy
+972
New +$54.3K ﹤0.01% 1944
2023
Q2
Sell
-317
Closed -$19.5K 1860
2023
Q1
$19.5K Buy
317
+9
+3% +$553 ﹤0.01% 2559
2022
Q4
$19.5K Buy
+308
New +$18.2K ﹤0.01% 2496
2021
Q3
Sell
-1,351
Closed -$79K 1736
2021
Q2
$79K Buy
+1,351
New +$84K ﹤0.01% 1742
2021
Q1
Sell
-1,129
Closed -$69K 1580
2020
Q4
$69K Sell
1,129
-141
-11% -$8.81K ﹤0.01% 1510
2020
Q3
$78K Buy
+1,270
New +$77.8K ﹤0.01% 1358
2020
Q2
Sell
-775
Closed -$45K 1325
2020
Q1
$45K Sell
775
-279
-26% -$17.9K ﹤0.01% 1443
2019
Q4
$66K Buy
1,054
+300
+40% +$18.7K ﹤0.01% 1365
2019
Q3
$43K Hold
754
﹤0.01% 1432
2019
Q2
$43K Buy
+754
New +$42.3K ﹤0.01% 1430
2019
Q1
Sell
-89
Closed -$4K 2543
2018
Q4
$4K Hold
89
﹤0.01% 2095
2018
Q3
$4K Hold
89
﹤0.01% 2127
2018
Q2
$4K Buy
+89
New +$4.02K ﹤0.01% 2085
2018
Q1
Sell
-21
Closed -$1K 2605
2017
Q4
$1K Buy
+21
New +$1.02K ﹤0.01% 2433
2017
Q3
Sell
-200
Closed -$9K 2352
2017
Q2
$9K Hold
200
﹤0.01% 1582
2017
Q1
$9K Buy
+200
New +$8.66K ﹤0.01% 1499
2016
Q1
Sell
-245
Closed -$9.6K 1686
2015
Q4
$9K Hold
245
﹤0.01% 958
2015
Q3
$9K Buy
+245
New +$8.26K ﹤0.01% 935

Other funds holding CMS

Advisory Services Network's CMS Position: Q1 2026 in Review

Advisory Services Network reduced its CMS Energy (CMS) stake by 1.2% in Q1 2026, selling an estimated $2.67K and leaving 2,928 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Advisory Services Network first reported a position in CMS in Q3 2015 and has held it in 21 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Advisory Services Network held 2,928 shares of CMS Energy worth $227K as of Q1 2026.
  • Advisory Services Network sold 36 CMS Energy shares in Q1 2026, an estimated $2.67K.
  • CMS Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1748 holding.
  • Advisory Services Network first reported a position in CMS Energy in Q3 2015 and has held it in 21 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.