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Bell Investment Advisors’s CMS Energy CMS Stock Holding History

Bell Investment 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 		$5.74K Sell
75
-8
-10% -$600 ﹤0.01% 923
2026
Q1 		$6.44K Buy
83
+13
+19% +$965 ﹤0.01% 857
2025
Q4 		$4.9K Sell
70
-7
-9% -$509 ﹤0.01% 978
2025
Q3 		$5.64K Sell
77
-3
-4% -$215 ﹤0.01% 870
2025
Q2 		$5.54K Buy
80
+10
+14% +$712 ﹤0.01% 937
2025
Q1 		$5.26K Hold
70
– – ﹤0.01% 885
2024
Q4 		$4.67K Buy
70
+26
+59% +$1.79K ﹤0.01% 959
2024
Q3 		$3.11K Sell
44
-9
-17% -$591 ﹤0.01% 1167
2024
Q2 		$3.16K Hold
53
– – ﹤0.01% 1150
2024
Q1 		$3.2K Hold
53
– – ﹤0.01% 1142
2023
Q4 		$3.08K Sell
53
-17
-24% -$949 ﹤0.01% 1135
2023
Q3 		$3.72K Sell
70
-15
-18% -$869 ﹤0.01% 962
2023
Q2 		$4.99K Buy
85
+8
+10% +$483 ﹤0.01% 826
2023
Q1 		$4.73K Buy
77
+16
+26% +$984 ﹤0.01% 819
2022
Q4 		$3.86K Buy
61
+1
+2% +$59 ﹤0.01% 940
2022
Q3 		$3K Sell
60
-15
-20% -$1.01K ﹤0.01% 887
2022
Q2 		$5K Buy
+75
New +$5.18K ﹤0.01% 679
2021
Q4 		$4K Sell
60
-8
-12% -$491 ﹤0.01% 840
2021
Q3 		$4K Buy
+68
New +$4.24K ﹤0.01% 782

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors reduced its CMS Energy (CMS) stake by 9.6% in Q2 2026, selling an estimated $600 and leaving 75 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Bell Investment Advisors first reported a position in CMS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.44K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Bell Investment Advisors held 75 shares of CMS Energy worth $5.74K as of Q2 2026.
  • Bell Investment Advisors sold 8 CMS Energy shares in Q2 2026, an estimated $600.
  • CMS Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #923 holding.
  • Bell Investment Advisors first reported a position in CMS Energy in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's CMS Energy position peaked at $6.44K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.