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
Q2 | $259K | Buy |
3,388
+460
| +16% | +$34.5K | ﹤0.01% | 1831 |
|
|
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: Q2 2026 in Review
Advisory Services Network increased its CMS Energy (CMS) stake by 16% in Q2 2026, buying an estimated $34.5K and bringing the position to 3,388 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.
Advisory Services Network first reported a position in CMS in Q3 2015 and has held it in 22 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Advisory Services Network held 3,388 shares of CMS Energy worth $259K as of Q2 2026.
- Advisory Services Network bought 460 CMS Energy shares in Q2 2026, an estimated $34.5K.
- CMS Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1831 holding.
- Advisory Services Network first reported a position in CMS Energy in Q3 2015 and has held it in 22 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.