CIAS
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CBIZ Investment Advisory Services’s CMS Energy CMS Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-83
Closed -$5.8K – 474
2025
Q4 		$5.8K Buy
83
+20
+32% +$1.46K ﹤0.01% 477
2025
Q3 		$4.62K Buy
63
+27
+75% +$1.94K ﹤0.01% 456
2025
Q2 		$2.49K Buy
+36
New +$2.56K ﹤0.01% 525
2024
Q4 		– Sell
-7
Closed -$494 – 485
2024
Q3 		$494 Buy
+7
New +$459 ﹤0.01% 389

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CBIZ Investment Advisory Services's CMS Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 83 shares — an estimated $5.8K sold.

CBIZ Investment Advisory Services first reported a position in CMS in Q3 2024 and held it in 4 quarters. The position peaked at $5.8K in Q4 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 83 CMS Energy shares in Q1 2026, an estimated $5.8K.
  • CBIZ Investment Advisory Services first reported a position in CMS Energy in Q3 2024 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's CMS Energy position peaked at $5.8K in Q4 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.