Belpointe Asset Management’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 | $388K | Sell |
5,074
-15
| -0.3% | -$1.12K | 0.01% | 805 |
|
|
2026
Q1 | $395K | Sell |
5,089
-60
| -1% | -$4.45K | 0.01% | 768 |
|
|
2025
Q4 | $360K | Buy |
5,149
+74
| +1% | +$5.38K | 0.01% | 765 |
|
|
2025
Q3 | $372K | Sell |
5,075
-6
| -0.1% | -$431 | 0.01% | 723 |
|
|
2025
Q2 | $352K | Sell |
5,081
-4
| -0.1% | -$285 | 0.01% | 704 |
|
|
2025
Q1 | $382K | Buy |
5,085
+68
| +1% | +$4.75K | 0.02% | 640 |
|
|
2024
Q4 | $341K | Sell |
5,017
-158
| -3% | -$10.9K | 0.02% | 613 |
|
|
2024
Q3 | $366K | Buy |
5,175
+893
| +21% | +$58.6K | 0.02% | 596 |
|
|
2024
Q2 | $255K | Buy |
4,282
+65
| +2% | +$3.94K | 0.02% | 639 |
|
|
2024
Q1 | $254K | Buy |
4,217
+78
| +2% | +$4.52K | 0.02% | 661 |
|
|
2023
Q4 | $240K | Sell |
4,139
-482
| -10% | -$26.9K | 0.02% | 609 |
|
|
2023
Q3 | $245K | Buy |
4,621
+509
| +12% | +$29.5K | 0.03% | 539 |
|
|
2023
Q2 | $242K | Sell |
4,112
-601
| -13% | -$36.3K | 0.03% | 518 |
|
|
2023
Q1 | $289K | Buy |
4,713
+2,838
| +151% | +$174K | 0.02% | 776 |
|
|
2022
Q4 | $119K | Sell |
1,875
-175
| -9% | -$10.3K | 0.01% | 1150 |
|
|
2022
Q3 | $119K | Buy |
2,050
+418
| +26% | +$28.1K | 0.01% | 1071 |
|
|
2022
Q2 | $110K | Sell |
1,632
-1,292
| -44% | -$89.2K | 0.01% | 1075 |
|
|
2022
Q1 | $205K | Buy |
2,924
+351
| +14% | +$22.8K | 0.01% | 898 |
|
|
2021
Q4 | $167K | Buy |
2,573
+606
| +31% | +$37.2K | 0.01% | 967 |
|
|
2021
Q3 | $117K | Sell |
1,967
-248
| -11% | -$15.5K | 0.01% | 1085 |
|
|
2021
Q2 | $131K | Sell |
2,215
-400
| -15% | -$24.9K | 0.01% | 1009 |
|
|
2021
Q1 | $160K | Sell |
2,615
-107
| -4% | -$6.15K | 0.01% | 826 |
|
|
2020
Q4 | $166K | Hold |
2,722
| – | – | 0.01% | 764 |
|
|
2020
Q3 | $167K | Sell |
2,722
-136
| -5% | -$8.33K | 0.02% | 605 |
|
|
2020
Q2 | $167K | Buy |
2,858
+539
| +23% | +$31.2K | 0.02% | 577 |
|
|
2020
Q1 | $136K | Sell |
2,319
-571
| -20% | -$36.5K | 0.02% | 528 |
|
|
2019
Q4 | $182K | Buy |
2,890
+207
| +8% | +$12.9K | 0.02% | 570 |
|
|
2019
Q3 | $172K | Sell |
2,683
-69
| -3% | -$4.19K | 0.03% | 508 |
|
|
2019
Q2 | $159K | Sell |
2,752
-2,324
| -46% | -$130K | 0.03% | 470 |
|
|
2019
Q1 | $282K | Buy |
5,076
+2,248
| +79% | +$119K | 0.06% | 252 |
|
|
2018
Q4 | $140K | Sell |
2,828
-2,130
| -43% | -$108K | 0.04% | 411 |
|
|
2018
Q3 | $243K | Buy |
+4,958
| New | +$242K | 0.04% | 406 |
|
Other funds holding CMS
Belpointe Asset Management's CMS Position: Q2 2026 in Review
Belpointe Asset Management reduced its CMS Energy (CMS) stake by 0.29% in Q2 2026, selling an estimated $1.12K and leaving 5,074 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #805.
Belpointe Asset Management first reported a position in CMS in Q3 2018 and has held it in 32 quarters since. The position peaked at $395K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Belpointe Asset Management held 5,074 shares of CMS Energy worth $388K as of Q2 2026.
- Belpointe Asset Management sold 15 CMS Energy shares in Q2 2026, an estimated $1.12K.
- CMS Energy made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #805 holding.
- Belpointe Asset Management first reported a position in CMS Energy in Q3 2018 and has held it in 32 quarters since.
- Belpointe Asset Management's CMS Energy position peaked at $395K in Q1 2026.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.