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Avantax Advisory Services’s CMS Energy CMS Stock Holding History

Avantax Advisory Services’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2M Buy
28,857
+3,119
+12% +$222K 0.01% 800
2025
Q1 		$1.93M Buy
25,738
+6,744
+36% +$471K 0.01% 756
2024
Q4 		$1.27M Sell
18,994
-7,300
-28% -$502K 0.01% 937
2024
Q3 		$1.86M Buy
26,294
+882
+3% +$57.9K 0.01% 736
2024
Q2 		$1.51M Buy
25,412
+9,849
+63% +$596K 0.01% 777
2024
Q1 		$939K Sell
15,563
-339
-2% -$19.6K 0.01% 777
2023
Q4 		$923K Sell
15,902
-4,433
-22% -$248K 0.01% 741
2023
Q3 		$1.08M Buy
20,335
+1,175
+6% +$68.1K 0.01% 659
2023
Q2 		$1.13M Sell
19,160
-268
-1% -$16.2K 0.01% 639
2023
Q1 		$1.19M Buy
19,428
+1,299
+7% +$79.8K 0.01% 601
2022
Q4 		$1.15M Sell
18,129
-446
-2% -$26.4K 0.02% 592
2022
Q3 		$1.08M Buy
18,575
+2,008
+12% +$135K 0.02% 540
2022
Q2 		$1.12M Buy
16,567
+1,421
+9% +$98.1K 0.02% 516
2022
Q1 		$1.06M Buy
15,146
+92
+0.6% +$5.97K 0.01% 528
2021
Q4 		$979K Buy
15,054
+51
+0.3% +$3.13K 0.01% 538
2021
Q3 		$896K Sell
15,003
-5
-0% -$312 0.01% 522
2021
Q2 		$887K Buy
15,008
+36
+0.2% +$2.24K 0.02% 509
2021
Q1 		$917K Sell
14,972
-741
-5% -$42.6K 0.02% 451
2020
Q4 		$960K Sell
15,713
-4,938
-24% -$309K 0.02% 397
2020
Q3 		$1.27M Buy
20,651
+8,876
+75% +$543K 0.02% 474
2020
Q2 		$689K Buy
11,775
+10
+0.1% +$579 0.02% 414
2020
Q1 		$692K Buy
+11,765
New +$753K 0.02% 363

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's CMS Position: Q2 2025 in Review

Avantax Advisory Services increased its CMS Energy (CMS) stake by 12% in Q2 2025, buying an estimated $222K and bringing the position to 28,857 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #800.

Avantax Advisory Services first reported a position in CMS in Q1 2020 and has held it in 22 quarters since. 745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Avantax Advisory Services held 28,857 shares of CMS Energy worth $2M as of Q2 2025.
  • Avantax Advisory Services bought 3,119 CMS Energy shares in Q2 2025, an estimated $222K.
  • CMS Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #800 holding.
  • Avantax Advisory Services first reported a position in CMS Energy in Q1 2020 and has held it in 22 quarters since.
  • 745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.