Continuum Advisory’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$175K Buy
+2,282
New +$171K 0.01% 497
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

Continuum Advisory's CMS Position: Q2 2026 in Review

Continuum Advisory opened a new position in CMS Energy (CMS) in Q2 2026: 2,282 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CMS as recently as Q4 2025.

Continuum Advisory first reported a position in CMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q1 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Continuum Advisory held 2,282 shares of CMS Energy worth $175K as of Q2 2026.
  • CMS Energy was a new Continuum Advisory position in Q2 2026.
  • CMS Energy made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #497 holding.
  • Continuum Advisory first reported a position in CMS Energy in Q1 2024 and has held it in 9 quarters since.
  • Continuum Advisory's CMS Energy position peaked at $298K in Q1 2025.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.