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Beacon Pointe Advisors’s CMS Energy CMS Stock Holding History

Beacon Pointe 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
2026
Q2 		$522K Buy
6,823
+4,169
+157% +$312K ﹤0.01% 1321
2026
Q1 		$206K Buy
+2,654
New +$197K ﹤0.01% 1717
2023
Q2 		– Sell
-3,473
Closed -$213K – 1095
2023
Q1 		$213K Buy
3,473
+256
+8% +$15.7K ﹤0.01% 1046
2022
Q4 		$204K Sell
3,217
-841
-21% -$49.7K ﹤0.01% 993
2022
Q3 		$234K Buy
4,058
+357
+10% +$24K 0.01% 876
2022
Q2 		$251K Sell
3,701
-165
-4% -$11.4K 0.01% 890
2022
Q1 		$270K Buy
3,866
+714
+23% +$46.3K ﹤0.01% 1023
2021
Q4 		$205K Sell
3,152
-2,296
-42% -$141K 0.01% 868
2021
Q3 		$325K Buy
5,448
+870
+19% +$54.3K 0.01% 677
2021
Q2 		$270K Buy
+4,578
New +$285K 0.01% 695

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's CMS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its CMS Energy (CMS) stake by 157% in Q2 2026, buying an estimated $312K and bringing the position to 6,823 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Beacon Pointe Advisors first reported a position in CMS in Q2 2021 and has held it in 10 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Beacon Pointe Advisors held 6,823 shares of CMS Energy worth $522K as of Q2 2026.
  • Beacon Pointe Advisors bought 4,169 CMS Energy shares in Q2 2026, an estimated $312K.
  • CMS Energy made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1321 holding.
  • Beacon Pointe Advisors first reported a position in CMS Energy in Q2 2021 and has held it in 10 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.