Aventus Investment Advisors’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
$11.4K Buy
+149
New +$11.2K 0.01% 116

Other funds holding CMS

Aventus Investment Advisors's CMS Position: Q2 2026 in Review

Aventus Investment Advisors opened a new position in CMS Energy (CMS) in Q2 2026: 149 shares worth $11.4K. The stake represents 0.01% of the portfolio and ranks #116 among its holdings.

209 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Aventus Investment Advisors held 149 shares of CMS Energy worth $11.4K as of Q2 2026.
  • CMS Energy was a new Aventus Investment Advisors position in Q2 2026.
  • CMS Energy made up 0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • 209 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.