DADC
CMS icon

D.A. Davidson & Co’s CMS Energy CMS Stock Holding History

D.A. Davidson & Co’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 		$388K Buy
+5,000
New +$371K ﹤0.01% 1263
2020
Q2 		– Sell
-3,491
Closed -$205K – 950
2020
Q1 		$205K Buy
+3,491
New +$223K ﹤0.01% 861
2017
Q3 		– Sell
-1,275
Closed -$58K – 1241
2017
Q2 		$58K Buy
1,275
+2
+0.2% +$92 ﹤0.01% 1482
2017
Q1 		$56K Buy
1,273
+259
+26% +$11.2K ﹤0.01% 1479
2016
Q4 		$41K Sell
1,014
-1,717
-63% -$70.2K ﹤0.01% 1674
2016
Q3 		$114K Buy
2,731
+2,169
+386% +$94.7K ﹤0.01% 1182
2016
Q2 		$25K Hold
562
– – ﹤0.01% 1675
2016
Q1 		$23K Hold
562
– – ﹤0.01% 1664
2015
Q4 		$20K Hold
562
– – ﹤0.01% 1699
2015
Q3 		$19K Sell
562
-336
-37% -$11.3K ﹤0.01% 1679
2015
Q2 		$27K Buy
898
+886
+7,383% +$29.8K ﹤0.01% 1618
2015
Q1 		$0 Hold
12
– – ﹤0.01% 2086
2014
Q4 		$0 Sell
12
-100
-89% -$3.27K ﹤0.01% 2097
2014
Q3 		$2K Buy
112
+100
+833% +$2.98K ﹤0.01% 2027
2014
Q2 		$0 Hold
12
– – ﹤0.01% 2097
2014
Q1 		$0 Hold
12
– – ﹤0.01% 2111
2013
Q4 		$0 Sell
12
-116
-91% -$3.12K ﹤0.01% 2050
2013
Q3 		$3K Hold
128
– – ﹤0.01% 1618
2013
Q2 		$3K Buy
+128
New +$3.59K ﹤0.01% 1586

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

D.A. Davidson & Co's CMS Position: Q1 2026 in Review

D.A. Davidson & Co opened a new position in CMS Energy (CMS) in Q1 2026: 5,000 shares worth $388K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: D.A. Davidson & Co previously reported a position in CMS as recently as Q1 2020.

D.A. Davidson & Co first reported a position in CMS in Q2 2013 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • D.A. Davidson & Co held 5,000 shares of CMS Energy worth $388K as of Q1 2026.
  • CMS Energy was a new D.A. Davidson & Co position in Q1 2026.
  • CMS Energy made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1263 holding.
  • D.A. Davidson & Co first reported a position in CMS Energy in Q2 2013 and has held it in 19 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.