BRWA
CMS icon

B. Riley Wealth Advisors’s CMS Energy CMS Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-3,451
Closed -$259K – 1092
2025
Q1 		$259K Sell
3,451
-24
-0.7% -$1.68K 0.01% 1044
2024
Q4 		$232K Buy
3,475
+2
+0.1% +$138 0.01% 971
2024
Q3 		$246K Sell
3,473
-843
-20% -$55.3K 0.01% 1053
2024
Q2 		$257K Sell
4,316
-3,149
-42% -$191K 0.01% 1100
2024
Q1 		$396K Buy
7,465
+2,165
+41% +$125K 0.01% 910
2023
Q4 		$308K Sell
5,300
-2,165
-29% -$121K 0.01% 1043
2023
Q3 		$396K Sell
7,465
-8,463
-53% -$490K 0.01% 910
2023
Q2 		$936K Buy
15,928
+9,106
+133% +$549K 0.02% 592
2023
Q1 		$419K Buy
6,822
+1,735
+34% +$107K 0.01% 885
2022
Q4 		$322K Buy
5,087
+421
+9% +$24.9K 0.01% 1016
2022
Q3 		$272K Buy
4,666
+1,162
+33% +$78.2K 0.01% 1061
2022
Q2 		$237K Buy
3,504
+522
+18% +$36K 0.01% 971
2022
Q1 		$209K Sell
2,982
-5,519
-65% -$358K 0.01% 1195
2021
Q4 		$553K Buy
8,501
+264
+3% +$16.2K 0.02% 754
2021
Q3 		$492K Sell
8,237
-369
-4% -$23K 0.02% 789
2021
Q2 		$509K Buy
+8,606
New +$535K 0.02% 765
2021
Q1 		– Sell
-3,947
Closed -$241K – 1362
2020
Q4 		$241K Sell
3,947
-1,976
-33% -$124K 0.01% 863
2020
Q3 		$358K Buy
5,923
+1,715
+41% +$105K 0.02% 656
2020
Q2 		$246K Sell
4,208
-2,164
-34% -$125K 0.02% 693
2020
Q1 		$375K Buy
6,372
+1,202
+23% +$76.9K 0.03% 476
2019
Q4 		$326K Buy
5,170
+1,655
+47% +$103K 0.03% 564
2019
Q3 		$226K Buy
+3,515
New +$213K 0.02% 690
2015
Q1 		– Sell
-1,475
Closed -$51K – 816
2014
Q4 		$51K Buy
+1,475
New +$48.2K ﹤0.01% 2081
2014
Q3 		– Sell
-1,725
Closed -$53.7K – 861
2014
Q2 		$53.7K Buy
+1,725
New +$51.3K 0.01% 1002
2013
Q3 		– Sell
-2,870
Closed -$78K – 679
2013
Q2 		$78K Buy
+2,870
New +$80.5K 0.03% 609

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's CMS Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 3,451 shares — an estimated $259K sold.

B. Riley Wealth Advisors first reported a position in CMS in Q2 2013 and held it in 25 quarters. The position peaked at $936K in Q2 2023. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,451 CMS Energy shares in Q2 2025, an estimated $259K.
  • B. Riley Wealth Advisors first reported a position in CMS Energy in Q2 2013 and held it in 25 quarters.
  • B. Riley Wealth Advisors's CMS Energy position peaked at $936K in Q2 2023.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.