Creative Planning’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 | $10.6M | Buy |
138,830
+36,880
| +36% | +$2.76M | 0.01% | 854 |
|
|
2026
Q1 | $7.91M | Buy |
101,950
+22,438
| +28% | +$1.67M | 0.01% | 851 |
|
|
2025
Q4 | $5.56M | Buy |
79,512
+19,181
| +32% | +$1.4M | ﹤0.01% | 933 |
|
|
2025
Q3 | $4.42M | Buy |
60,331
+9,823
| +19% | +$706K | ﹤0.01% | 960 |
|
|
2025
Q2 | $3.5M | Buy |
50,508
+8,390
| +20% | +$598K | ﹤0.01% | 946 |
|
|
2025
Q1 | $3.16M | Buy |
42,118
+1,275
| +3% | +$89K | ﹤0.01% | 908 |
|
|
2024
Q4 | $2.72M | Buy |
40,843
+7,582
| +23% | +$522K | ﹤0.01% | 950 |
|
|
2024
Q3 | $2.35M | Buy |
33,261
+524
| +2% | +$34.4K | ﹤0.01% | 979 |
|
|
2024
Q2 | $1.95M | Sell |
32,737
-820
| -2% | -$49.6K | ﹤0.01% | 998 |
|
|
2024
Q1 | $2.02M | Buy |
33,557
+3,878
| +13% | +$225K | ﹤0.01% | 951 |
|
|
2023
Q4 | $1.72M | Buy |
29,679
+1,646
| +6% | +$91.9K | ﹤0.01% | 971 |
|
|
2023
Q3 | $1.49M | Sell |
28,033
-3,992
| -12% | -$231K | ﹤0.01% | 984 |
|
|
2023
Q2 | $1.88M | Buy |
32,025
+4,669
| +17% | +$282K | ﹤0.01% | 845 |
|
|
2023
Q1 | $1.68M | Buy |
27,356
+4,201
| +18% | +$258K | ﹤0.01% | 854 |
|
|
2022
Q4 | $1.47M | Buy |
23,155
+5,062
| +28% | +$299K | ﹤0.01% | 856 |
|
|
2022
Q3 | $1.05M | Buy |
18,093
+199
| +1% | +$13.4K | ﹤0.01% | 945 |
|
|
2022
Q2 | $1.21M | Buy |
17,894
+3,234
| +22% | +$223K | ﹤0.01% | 896 |
|
|
2022
Q1 | $1.02M | Buy |
14,660
+210
| +1% | +$13.6K | ﹤0.01% | 965 |
|
|
2021
Q4 | $940K | Sell |
14,450
-1,741
| -11% | -$107K | ﹤0.01% | 986 |
|
|
2021
Q3 | $967K | Buy |
16,191
+2,486
| +18% | +$155K | ﹤0.01% | 969 |
|
|
2021
Q2 | $810K | Sell |
13,705
-869
| -6% | -$54K | ﹤0.01% | 1026 |
|
|
2021
Q1 | $892K | Buy |
14,574
+669
| +5% | +$38.4K | ﹤0.01% | 1089 |
|
|
2020
Q4 | $849K | Buy |
13,905
+416
| +3% | +$26K | ﹤0.01% | 1033 |
|
|
2020
Q3 | $828K | Buy |
13,489
+2,280
| +20% | +$140K | ﹤0.01% | 884 |
|
|
2020
Q2 | $655K | Sell |
11,209
-1,249
| -10% | -$72.3K | ﹤0.01% | 917 |
|
|
2020
Q1 | $732K | Sell |
12,458
-160
| -1% | -$10.2K | ﹤0.01% | 773 |
|
|
2019
Q4 | $793K | Sell |
12,618
-1,576
| -11% | -$98.2K | ﹤0.01% | 895 |
|
|
2019
Q3 | $908K | Sell |
14,194
-791
| -5% | -$48K | ﹤0.01% | 798 |
|
|
2019
Q2 | $868K | Buy |
14,985
+530
| +4% | +$29.7K | ﹤0.01% | 813 |
|
|
2019
Q1 | $803K | Buy |
14,455
+1,788
| +14% | +$94.3K | ﹤0.01% | 820 |
|
|
2018
Q4 | $629K | Buy |
12,667
+842
| +7% | +$42.5K | ﹤0.01% | 853 |
|
|
2018
Q3 | $579K | Buy |
11,825
+292
| +3% | +$14.2K | ﹤0.01% | 1003 |
|
|
2018
Q2 | $545K | Sell |
11,533
-1,650
| -13% | -$74.5K | ﹤0.01% | 1026 |
|
|
2018
Q1 | $597K | Buy |
13,183
+1,231
| +10% | +$54K | ﹤0.01% | 994 |
|
|
2017
Q4 | $565K | Buy |
11,952
+2,701
| +29% | +$131K | ﹤0.01% | 1003 |
|
|
2017
Q3 | $429K | Buy |
9,251
+1,166
| +14% | +$55K | ﹤0.01% | 1122 |
|
|
2017
Q2 | $374K | Buy |
8,085
+568
| +8% | +$26.3K | ﹤0.01% | 1167 |
|
|
2017
Q1 | $336K | Sell |
7,517
-61,638
| -89% | -$2.67M | ﹤0.01% | 1198 |
|
|
2016
Q4 | $2.88M | Buy |
69,155
+2,873
| +4% | +$117K | 0.02% | 308 |
|
|
2016
Q3 | $2.79M | Sell |
66,282
-3,018
| -4% | -$132K | 0.02% | 310 |
|
|
2016
Q2 | $3.18M | Buy |
69,300
+20,209
| +41% | +$849K | 0.02% | 240 |
|
|
2016
Q1 | $2.08M | Sell |
49,091
-1,331
| -3% | -$52.1K | 0.02% | 306 |
|
|
2015
Q4 | $1.82M | Sell |
50,422
-471
| -0.9% | -$16.8K | 0.02% | 334 |
|
|
2015
Q3 | $1.8M | Sell |
50,893
-4,723
| -8% | -$159K | 0.02% | 316 |
|
|
2015
Q2 | $1.77M | Sell |
55,616
-180
| -0.3% | -$6.05K | 0.02% | 324 |
|
|
2015
Q1 | $1.95M | Buy |
55,796
+455
| +0.8% | +$16.2K | 0.02% | 282 |
|
|
2014
Q4 | $1.92M | Buy |
55,341
+1,161
| +2% | +$37.9K | 0.02% | 286 |
|
|
2014
Q3 | $1.61M | Buy |
54,180
+1,016
| +2% | +$30.3K | 0.02% | 287 |
|
|
2014
Q2 | $1.66M | Buy |
53,164
+57
| +0.1% | +$1.7K | 0.02% | 266 |
|
|
2014
Q1 | $1.55M | Buy |
53,107
+387
| +0.7% | +$10.7K | 0.02% | 249 |
|
|
2013
Q4 | $1.41M | Sell |
52,720
-19
| -0% | -$511 | 0.02% | 243 |
|
|
2013
Q3 | $1.39M | Buy |
52,739
+453
| +0.9% | +$12.3K | 0.03% | 208 |
|
|
2013
Q2 | $1.42M | Buy |
+52,286
| New | +$1.47M | 0.03% | 183 |
|
Other funds holding CMS
Creative Planning's CMS Position: Q2 2026 in Review
Creative Planning increased its CMS Energy (CMS) stake by 36% in Q2 2026, buying an estimated $2.76M and bringing the position to 138,830 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #854.
Creative Planning first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Creative Planning held 138,830 shares of CMS Energy worth $10.6M as of Q2 2026.
- Creative Planning bought 36,880 CMS Energy shares in Q2 2026, an estimated $2.76M.
- CMS Energy made up 0.01% of Creative Planning's portfolio in Q2 2026, its #854 holding.
- Creative Planning first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.