Allworth Financial’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 | $341K | Buy |
4,453
+768
| +21% | +$57.6K | ﹤0.01% | 1188 |
|
|
2026
Q1 | $286K | Buy |
3,685
+1,499
| +69% | +$111K | ﹤0.01% | 1205 |
|
|
2025
Q4 | $153K | Buy |
2,186
+16
| +0.7% | +$1.16K | ﹤0.01% | 1490 |
|
|
2025
Q3 | $159K | Sell |
2,170
-41
| -2% | -$2.94K | ﹤0.01% | 1423 |
|
|
2025
Q2 | $153K | Buy |
2,211
+319
| +17% | +$22.7K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $140K | Buy |
1,892
+258
| +16% | +$18K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $109K | Buy |
1,634
+3
| +0.2% | +$206 | ﹤0.01% | 1227 |
|
|
2024
Q3 | $115K | Buy |
1,631
+37
| +2% | +$2.43K | ﹤0.01% | 1023 |
|
|
2024
Q2 | $97.8K | Buy |
1,594
+8
| +0.5% | +$484 | ﹤0.01% | 1086 |
|
|
2024
Q1 | $95.7K | Buy |
1,586
+333
| +27% | +$19.3K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $72.8K | Buy |
1,253
+517
| +70% | +$28.9K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $39.1K | Sell |
736
-386
| -34% | -$22.4K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $65.9K | Buy |
1,122
+40
| +4% | +$2.41K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $66.4K | Sell |
1,082
-739
| -41% | -$45.4K | ﹤0.01% | 982 |
|
|
2022
Q4 | $115K | Buy |
1,821
+543
| +42% | +$32.1K | ﹤0.01% | 778 |
|
|
2022
Q3 | $74K | Buy |
1,278
+223
| +21% | +$15K | ﹤0.01% | 845 |
|
|
2022
Q2 | $71K | Buy |
1,055
+802
| +317% | +$55.4K | ﹤0.01% | 799 |
|
|
2022
Q1 | $18K | Buy |
253
+4
| +2% | +$259 | ﹤0.01% | 1295 |
|
|
2021
Q4 | $16K | Buy |
249
+149
| +149% | +$9.15K | ﹤0.01% | 1196 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1461 |
|
|
2021
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1084 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 937 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 802 |
|
|
2020
Q2 | $6K | Sell |
100
-18,405
| -99% | -$1.07M | ﹤0.01% | 819 |
|
|
2020
Q1 | $1.09M | Buy |
18,505
+18,405
| +18,405% | +$1.18M | 0.04% | 103 |
|
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 725 |
|
|
2019
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 646 |
|
|
2019
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 649 |
|
|
2019
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 640 |
|
|
2018
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 607 |
|
|
2018
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $5K | Sell |
100
-3
| -3% | -$136 | ﹤0.01% | 625 |
|
|
2018
Q1 | $5K | Sell |
103
-2
| -2% | -$88 | ﹤0.01% | 577 |
|
|
2017
Q4 | $5K | Buy |
105
+5
| +5% | +$242 | ﹤0.01% | 555 |
|
|
2017
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 566 |
|
|
2017
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 565 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2016
Q2 | $5K | Buy |
+100
| New | +$4.2K | ﹤0.01% | 451 |
|
Other funds holding CMS
Allworth Financial's CMS Position: Q2 2026 in Review
Allworth Financial increased its CMS Energy (CMS) stake by 21% in Q2 2026, buying an estimated $57.6K and bringing the position to 4,453 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.
Allworth Financial first reported a position in CMS in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.09M in Q1 2020. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Allworth Financial held 4,453 shares of CMS Energy worth $341K as of Q2 2026.
- Allworth Financial bought 768 CMS Energy shares in Q2 2026, an estimated $57.6K.
- CMS Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1188 holding.
- Allworth Financial first reported a position in CMS Energy in Q2 2016 and has held it in 41 quarters since.
- Allworth Financial's CMS Energy position peaked at $1.09M in Q1 2020.
- 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.