Ameritas Investment Partners’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 | $202K | Sell |
2,634
-94
| -3% | -$7.05K | 0.01% | 1390 |
|
|
2026
Q1 | $212K | Hold |
2,728
| – | – | 0.01% | 1234 |
|
|
2025
Q4 | $191K | Hold |
2,728
| – | – | 0.01% | 1274 |
|
|
2025
Q3 | $200K | Sell |
2,728
-119
| -4% | -$8.55K | 0.01% | 1239 |
|
|
2025
Q2 | $197K | Hold |
2,847
| – | – | 0.01% | 1306 |
|
|
2025
Q1 | $214K | Sell |
2,847
-179
| -6% | -$12.5K | 0.01% | 1226 |
|
|
2024
Q4 | $202K | Hold |
3,026
| – | – | 0.01% | 1318 |
|
|
2024
Q3 | $214K | Sell |
3,026
-216
| -7% | -$14.2K | 0.01% | 1275 |
|
|
2024
Q2 | $193K | Hold |
3,242
| – | – | 0.01% | 1289 |
|
|
2024
Q1 | $196K | Hold |
3,242
| – | – | 0.01% | 1303 |
|
|
2023
Q4 | $188K | Sell |
3,242
-262
| -7% | -$14.6K | 0.01% | 1301 |
|
|
2023
Q3 | $186K | Hold |
3,504
| – | – | 0.01% | 1229 |
|
|
2023
Q2 | $206K | Hold |
3,504
| – | – | 0.01% | 1115 |
|
|
2023
Q1 | $215K | Hold |
3,504
| – | – | 0.01% | 1051 |
|
|
2022
Q4 | $216K | Sell |
3,504
-294
| -8% | -$17.4K | 0.01% | 1093 |
|
|
2022
Q3 | $221K | Hold |
3,798
| – | – | 0.01% | 1010 |
|
|
2022
Q2 | $256K | Hold |
3,798
| – | – | 0.01% | 942 |
|
|
2022
Q1 | $266K | Hold |
3,798
| – | – | 0.01% | 1025 |
|
|
2021
Q4 | $247K | Sell |
3,798
-368
| -9% | -$22.6K | 0.01% | 1101 |
|
|
2021
Q3 | $249K | Hold |
4,166
| – | – | 0.01% | 1060 |
|
|
2021
Q2 | $246K | Hold |
4,166
| – | – | 0.01% | 1091 |
|
|
2021
Q1 | $255K | Hold |
4,166
| – | – | 0.01% | 1057 |
|
|
2020
Q4 | $254K | Sell |
4,166
-326
| -7% | -$20.4K | 0.01% | 1005 |
|
|
2020
Q3 | $276K | Hold |
4,492
| – | – | 0.01% | 892 |
|
|
2020
Q2 | $262K | Sell |
4,492
-244
| -5% | -$14.1K | 0.01% | 902 |
|
|
2020
Q1 | $278K | Hold |
4,736
| – | – | 0.02% | 807 |
|
|
2019
Q4 | $298K | Sell |
4,736
-263
| -5% | -$16.4K | 0.01% | 889 |
|
|
2019
Q3 | $320K | Hold |
4,999
| – | – | 0.01% | 859 |
|
|
2019
Q2 | $289K | Hold |
4,999
| – | – | 0.01% | 886 |
|
|
2019
Q1 | $278K | Hold |
4,999
| – | – | 0.01% | 889 |
|
|
2018
Q4 | $248K | Sell |
4,999
-377
| -7% | -$19K | 0.01% | 875 |
|
|
2018
Q3 | $263K | Hold |
5,376
| – | – | 0.01% | 938 |
|
|
2018
Q2 | $254K | Sell |
5,376
-456
| -8% | -$20.6K | 0.01% | 946 |
|
|
2018
Q1 | $264K | Sell |
5,832
-493
| -8% | -$21.6K | 0.01% | 945 |
|
|
2017
Q4 | $299K | Hold |
6,325
| – | – | 0.01% | 884 |
|
|
2017
Q3 | $307K | Hold |
6,325
| – | – | 0.01% | 878 |
|
|
2017
Q2 | $293K | Sell |
6,325
-345
| -5% | -$15.9K | 0.01% | 888 |
|
|
2017
Q1 | $298K | Hold |
6,670
| – | – | 0.01% | 884 |
|
|
2016
Q4 | $278K | Hold |
6,670
| – | – | 0.01% | 897 |
|
|
2016
Q3 | $280K | Buy |
6,670
+1,275
| +24% | +$55.7K | 0.02% | 881 |
|
|
2016
Q2 | $247K | Hold |
5,395
| – | – | 0.02% | 875 |
|
|
2016
Q1 | $229K | Buy |
+5,395
| New | +$211K | 0.02% | 897 |
|
Other funds holding CMS
Ameritas Investment Partners's CMS Position: Q2 2026 in Review
Ameritas Investment Partners reduced its CMS Energy (CMS) stake by 3.4% in Q2 2026, selling an estimated $7.05K and leaving 2,634 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1390.
Ameritas Investment Partners first reported a position in CMS in Q1 2016 and has held it in 42 quarters since. The position peaked at $320K in Q3 2019. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Ameritas Investment Partners held 2,634 shares of CMS Energy worth $202K as of Q2 2026.
- Ameritas Investment Partners sold 94 CMS Energy shares in Q2 2026, an estimated $7.05K.
- CMS Energy made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1390 holding.
- Ameritas Investment Partners first reported a position in CMS Energy in Q1 2016 and has held it in 42 quarters since.
- Ameritas Investment Partners's CMS Energy position peaked at $320K in Q3 2019.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.