Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s CMS Energy CMS Stock Holding History

Cambridge Investment Research 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 		$1.71M Buy
22,406
+920
+4% +$69K ﹤0.01% 1813
2026
Q1 		$1.67M Sell
21,486
-1,124
-5% -$83.4K ﹤0.01% 1738
2025
Q4 		$1.58M Sell
22,610
-1,343
-6% -$97.7K ﹤0.01% 1736
2025
Q3 		$1.75M Sell
23,953
-2,132
-8% -$153K ﹤0.01% 1598
2025
Q2 		$1.81M Sell
26,085
-2,054
-7% -$146K 0.01% 1503
2025
Q1 		$2.11M Buy
28,139
+2,080
+8% +$145K 0.01% 1297
2024
Q4 		$1.74M Buy
26,059
+5,629
+28% +$387K 0.01% 1463
2024
Q3 		$1.44M Sell
20,430
-886
-4% -$58.1K ﹤0.01% 1587
2024
Q2 		$1.27M Buy
21,316
+1,590
+8% +$96.2K ﹤0.01% 1601
2024
Q1 		$1.19M Buy
19,726
+493
+3% +$28.6K ﹤0.01% 1613
2023
Q4 		$1.12M Sell
19,233
-1,867
-9% -$104K ﹤0.01% 1578
2023
Q3 		$1.12M Buy
21,100
+991
+5% +$57.4K 0.01% 1496
2023
Q2 		$1.18M Buy
20,109
+63
+0.3% +$3.8K 0.01% 1496
2023
Q1 		$1.23M Buy
20,046
+838
+4% +$51.5K 0.01% 1438
2022
Q4 		$1.22M Sell
19,208
-844
-4% -$49.9K 0.01% 1379
2022
Q3 		$1.17M Sell
20,052
-351
-2% -$23.6K 0.01% 1368
2022
Q2 		$1.38M Buy
20,403
+624
+3% +$43.1K 0.01% 1246
2022
Q1 		$1.38M Buy
19,779
+294
+2% +$19.1K 0.01% 1365
2021
Q4 		$1.27M Buy
19,485
+3,044
+19% +$187K 0.01% 1427
2021
Q3 		$982K Buy
16,441
+457
+3% +$28.5K ﹤0.01% 1538
2021
Q2 		$944K Buy
15,984
+1,994
+14% +$124K ﹤0.01% 1569
2021
Q1 		$856K Buy
13,990
+807
+6% +$46.4K ﹤0.01% 1537
2020
Q4 		$804K Sell
13,183
-119
-0.9% -$7.44K ﹤0.01% 1454
2020
Q3 		$817K Sell
13,302
-645
-5% -$39.5K 0.01% 1301
2020
Q2 		$815K Sell
13,947
-324
-2% -$18.8K 0.01% 1254
2020
Q1 		$838K Sell
14,271
-38
-0.3% -$2.43K 0.01% 1067
2019
Q4 		$899K Buy
14,309
+1,094
+8% +$68.2K 0.01% 1213
2019
Q3 		$845K Sell
13,215
-700
-5% -$42.5K 0.01% 1169
2019
Q2 		$806K Sell
13,915
-4,197
-23% -$236K 0.01% 1140
2019
Q1 		$1.01M Buy
18,112
+330
+2% +$17.4K 0.01% 1034
2018
Q4 		$883K Sell
17,782
-2,096
-11% -$106K 0.01% 1003
2018
Q3 		$974K Buy
19,878
+1,356
+7% +$66.1K 0.01% 1043
2018
Q2 		$876K Sell
18,522
-978
-5% -$44.2K 0.01% 1053
2018
Q1 		$883K Buy
19,500
+4,876
+33% +$214K 0.01% 1003
2017
Q4 		$692K Buy
14,624
+1,891
+15% +$91.6K 0.01% 1112
2017
Q3 		$590K Buy
12,733
+1,728
+16% +$81.6K 0.01% 1153
2017
Q2 		$509K Buy
11,005
+1,561
+17% +$72.2K 0.01% 1188
2017
Q1 		$423K Sell
9,444
-971
-9% -$42.1K 0.01% 1160
2016
Q4 		$433K Sell
10,415
-2,286
-18% -$93.5K 0.01% 1082
2016
Q3 		$534K Buy
12,701
+370
+3% +$16.2K 0.01% 999
2016
Q2 		$565K Buy
12,331
+1,315
+12% +$55.2K 0.01% 878
2016
Q1 		$468K Sell
11,016
-220
-2% -$8.62K 0.01% 934
2015
Q4 		$405K Sell
11,236
-75
-0.7% -$2.67K 0.01% 966
2015
Q3 		$400K Buy
11,311
+2,276
+25% +$76.8K 0.01% 877
2015
Q2 		$288K Sell
9,035
-458
-5% -$15.4K 0.01% 1081
2015
Q1 		$331K Sell
9,493
-1,339
-12% -$47.5K 0.01% 1015
2014
Q4 		$376K Buy
+10,832
New +$354K 0.01% 910

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

Cambridge Investment Research Advisors's CMS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its CMS Energy (CMS) stake by 4.3% in Q2 2026, buying an estimated $69K and bringing the position to 22,406 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Cambridge Investment Research Advisors first reported a position in CMS in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.11M in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cambridge Investment Research Advisors held 22,406 shares of CMS Energy worth $1.71M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 920 CMS Energy shares in Q2 2026, an estimated $69K.
  • CMS Energy made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1813 holding.
  • Cambridge Investment Research Advisors first reported a position in CMS Energy in Q4 2014 and has held it in 47 quarters since.
  • Cambridge Investment Research Advisors's CMS Energy position peaked at $2.11M in Q1 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.