CA
CMS icon

Continuum Advisory’s CMS Energy CMS Stock Holding History

Continuum Advisory’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
-3,284
Closed -$230K – 457
2025
Q4 		$230K Sell
3,284
-581
-15% -$42.3K 0.02% 418
2025
Q3 		$283K Sell
3,865
-250
-6% -$18K 0.03% 372
2025
Q2 		$285K Buy
4,115
+144
+4% +$10.3K 0.03% 348
2025
Q1 		$298K Buy
3,971
+499
+14% +$34.8K 0.04% 318
2024
Q4 		$231K Buy
3,472
+395
+13% +$27.2K 0.03% 363
2024
Q3 		$207K Buy
3,077
+747
+32% +$49K 0.03% 391
2024
Q2 		$139K Buy
2,330
+205
+10% +$12.4K 0.02% 431
2024
Q1 		$134K Buy
+2,125
New +$123K 0.02% 435

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Continuum Advisory's CMS Position: Q1 2026 in Review

Continuum Advisory sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,284 shares — an estimated $230K sold.

Continuum Advisory first reported a position in CMS in Q1 2024 and held it in 8 quarters. The position peaked at $298K in Q1 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Continuum Advisory reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Continuum Advisory sold 3,284 CMS Energy shares in Q1 2026, an estimated $230K.
  • Continuum Advisory first reported a position in CMS Energy in Q1 2024 and held it in 8 quarters.
  • Continuum Advisory's CMS Energy position peaked at $298K in Q1 2025.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.