Cetera Investment Advisers
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Cetera Investment Advisers’s CMS Energy CMS Stock Holding History

Cetera Investment Advisers’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 		$8.23M Buy
107,645
+13,868
+15% +$1.04M 0.01% 1273
2026
Q1 		$7.28M Buy
93,777
+9,469
+11% +$703K 0.01% 1269
2025
Q4 		$5.9M Buy
84,308
+20,052
+31% +$1.46M 0.01% 1354
2025
Q3 		$4.71M Buy
64,256
+27,660
+76% +$1.99M 0.01% 1447
2025
Q2 		$2.54M Sell
36,596
-145
-0.4% -$10.3K ﹤0.01% 1675
2025
Q1 		$2.76M Buy
36,741
+2,750
+8% +$192K 0.01% 1515
2024
Q4 		$2.27M Buy
33,991
+2,440
+8% +$168K ﹤0.01% 1563
2024
Q3 		$2.23M Buy
31,551
+3,701
+13% +$243K ﹤0.01% 1555
2024
Q2 		$1.66M Buy
27,850
+1,631
+6% +$98.7K ﹤0.01% 1715
2024
Q1 		$1.58M Buy
26,219
+20,056
+325% +$1.16M ﹤0.01% 1730
2023
Q4 		$358K Buy
6,163
+873
+17% +$48.8K ﹤0.01% 1680
2023
Q3 		$281K Sell
5,290
-418
-7% -$24.2K ﹤0.01% 1775
2023
Q2 		$335K Buy
5,708
+44
+0.8% +$2.65K ﹤0.01% 1669
2023
Q1 		$348K Sell
5,664
-709
-11% -$43.6K ﹤0.01% 1620
2022
Q4 		$404K Buy
6,373
+2,869
+82% +$170K ﹤0.01% 1491
2022
Q3 		$204K Buy
3,504
+76
+2% +$5.11K ﹤0.01% 1494
2022
Q2 		$231K Sell
3,428
-311
-8% -$21.5K ﹤0.01% 1587
2022
Q1 		$262K Buy
+3,739
New +$243K ﹤0.01% 1554
2021
Q1 		– Sell
-3,442
Closed -$210K – 1617
2020
Q4 		$210K Buy
+3,442
New +$215K ﹤0.01% 1426

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

Cetera Investment Advisers's CMS Position: Q2 2026 in Review

Cetera Investment Advisers increased its CMS Energy (CMS) stake by 15% in Q2 2026, buying an estimated $1.04M and bringing the position to 107,645 shares worth $8.23M. The position accounts for 0.01% of the portfolio, ranked #1273.

Cetera Investment Advisers first reported a position in CMS in Q4 2020 and has held it in 19 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Cetera Investment Advisers held 107,645 shares of CMS Energy worth $8.23M as of Q2 2026.
  • Cetera Investment Advisers bought 13,868 CMS Energy shares in Q2 2026, an estimated $1.04M.
  • CMS Energy made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1273 holding.
  • Cetera Investment Advisers first reported a position in CMS Energy in Q4 2020 and has held it in 19 quarters since.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.