American Capital Advisory’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
$918 Buy
12
+4
+50% +$300 ﹤0.01% 808
2026
Q1
$621 Hold
8
﹤0.01% 801
2025
Q4
$560 Hold
8
﹤0.01% 728
2025
Q3
$587 Hold
8
﹤0.01% 649
2025
Q2
$555 Buy
8
+4
+100% +$285 ﹤0.01% 607
2025
Q1
$301 Buy
+4
New +$279 ﹤0.01% 614

Other funds holding CMS

American Capital Advisory's CMS Position: Q2 2026 in Review

American Capital Advisory increased its CMS Energy (CMS) stake by 50% in Q2 2026, buying an estimated $300 and bringing the position to 12 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #808.

American Capital Advisory first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • American Capital Advisory held 12 shares of CMS Energy worth $918 as of Q2 2026.
  • American Capital Advisory bought 4 CMS Energy shares in Q2 2026, an estimated $300.
  • CMS Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #808 holding.
  • American Capital Advisory first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.