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Clearstead Advisors’s CMS Energy CMS Stock Holding History

Clearstead 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 		$315K Buy
4,123
+1,866
+83% +$140K ﹤0.01% 912
2026
Q1 		$175K Sell
2,257
-859
-28% -$63.8K ﹤0.01% 1010
2025
Q4 		$218K Buy
3,116
+483
+18% +$35.1K ﹤0.01% 917
2025
Q3 		$193K Sell
2,633
-99
-4% -$7.11K ﹤0.01% 891
2025
Q2 		$189K Buy
2,732
+221
+9% +$15.7K ﹤0.01% 911
2025
Q1 		$189K Sell
2,511
-68
-3% -$4.75K ﹤0.01% 853
2024
Q4 		$172K Sell
2,579
-46
-2% -$3.17K ﹤0.01% 899
2024
Q3 		$185K Buy
2,625
+71
+3% +$4.66K ﹤0.01% 879
2024
Q2 		$152K Buy
2,554
+462
+22% +$28K ﹤0.01% 898
2024
Q1 		$132K Sell
2,092
-46
-2% -$2.67K 0.01% 548
2023
Q4 		$124K Sell
2,138
-53
-2% -$2.96K 0.01% 547
2023
Q3 		$116K Sell
2,191
-126
-5% -$7.3K 0.01% 527
2023
Q2 		$136K Buy
2,317
+250
+12% +$15.1K 0.01% 503
2023
Q1 		$127K Buy
2,067
+1,050
+103% +$64.5K 0.01% 466
2022
Q4 		$64.4K Sell
1,017
-21
-2% -$1.24K 0.01% 584
2022
Q3 		$60K Buy
1,038
+81
+8% +$5.45K 0.01% 577
2022
Q2 		$65K Hold
957
– – 0.01% 569
2022
Q1 		$67K Hold
957
– – ﹤0.01% 632
2021
Q4 		$62K Sell
957
-60
-6% -$3.68K ﹤0.01% 618
2021
Q3 		$61K Sell
1,017
-107
-10% -$6.68K ﹤0.01% 579
2021
Q2 		$66K Hold
1,124
– – 0.01% 515
2021
Q1 		$69K Hold
1,124
– – 0.01% 496
2020
Q4 		$69K Sell
1,124
-166
-13% -$10.4K 0.01% 467
2020
Q3 		$79K Buy
1,290
+707
+121% +$43.3K 0.01% 400
2020
Q2 		$34K Hold
583
– – ﹤0.01% 474
2020
Q1 		$34K Buy
+583
New +$37.3K 0.01% 451

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

Clearstead Advisors's CMS Position: Q2 2026 in Review

Clearstead Advisors increased its CMS Energy (CMS) stake by 83% in Q2 2026, buying an estimated $140K and bringing the position to 4,123 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Clearstead Advisors first reported a position in CMS in Q1 2020 and has held it in 26 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Clearstead Advisors held 4,123 shares of CMS Energy worth $315K as of Q2 2026.
  • Clearstead Advisors bought 1,866 CMS Energy shares in Q2 2026, an estimated $140K.
  • CMS Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #912 holding.
  • Clearstead Advisors first reported a position in CMS Energy in Q1 2020 and has held it in 26 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.