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 Q3	–	Sell	-3,155	Closed	-$241K	–	607
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Checchi Capital Advisers's CMS Position: Q3 2026 in Review

Checchi Capital Advisers sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 3,155 shares — an estimated $241K sold.

Checchi Capital Advisers first reported a position in CMS in Q1 2016 and held it in 6 quarters. The position peaked at $241K in Q2 2026. 569 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Checchi Capital Advisers reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
Checchi Capital Advisers sold 3,155 CMS Energy shares in Q3 2026, an estimated $241K.
Checchi Capital Advisers first reported a position in CMS Energy in Q1 2016 and held it in 6 quarters.
Checchi Capital Advisers's CMS Energy position peaked at $241K in Q2 2026.
569 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Checchi Capital Advisers's 13F filing for Q3 2026, filed 10 Nov 2026.