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Checchi Capital Advisers’s CMS Energy CMS Stock Holding History

Checchi Capital 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 		$241K Buy
3,155
+358
+13% +$26.8K 0.01% 541
2026
Q1 		$217K Buy
+2,797
New +$208K 0.01% 567
2025
Q2 		– Sell
-2,702
Closed -$203K – 584
2025
Q1 		$203K Buy
+2,702
New +$189K 0.01% 556
2022
Q3 		– Sell
-3,269
Closed -$225K – 554
2022
Q2 		$225K Buy
+3,269
New +$226K 0.02% 519
2016
Q3 		– Sell
-2,307
Closed -$106K – 562
2016
Q2 		$106K Sell
2,307
-331
-13% -$13.9K 0.01% 555
2016
Q1 		$112K Buy
+2,638
New +$103K 0.02% 541

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

Checchi Capital Advisers's CMS Position: Q2 2026 in Review

Checchi Capital Advisers increased its CMS Energy (CMS) stake by 13% in Q2 2026, buying an estimated $26.8K and bringing the position to 3,155 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #541.

Checchi Capital Advisers first reported a position in CMS in Q1 2016 and has held it in 6 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Checchi Capital Advisers held 3,155 shares of CMS Energy worth $241K as of Q2 2026.
  • Checchi Capital Advisers bought 358 CMS Energy shares in Q2 2026, an estimated $26.8K.
  • CMS Energy made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #541 holding.
  • Checchi Capital Advisers first reported a position in CMS Energy in Q1 2016 and has held it in 6 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.