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Dana Investment Advisors’s CMS Energy CMS Stock Holding History

Dana Investment 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
Q1 		– Sell
-3,067
Closed -$214K – 563
2025
Q4 		$214K Buy
3,067
+296
+11% +$21.5K 0.01% 542
2025
Q3 		$203K Buy
+2,771
New +$199K 0.01% 552
2025
Q2 		– Sell
-2,702
Closed -$203K – 540
2025
Q1 		$203K Buy
+2,702
New +$189K 0.01% 533
2024
Q4 		– Sell
-3,124
Closed -$221K – 545
2024
Q3 		$221K Sell
3,124
-283
-8% -$18.6K 0.01% 517
2024
Q2 		$203K Sell
3,407
-126
-4% -$7.63K 0.01% 516
2024
Q1 		$213K Sell
3,533
-326
-8% -$18.9K 0.01% 513
2023
Q4 		$224K Buy
+3,859
New +$216K 0.01% 405
2023
Q3 		– Sell
-3,624
Closed -$213K – 410
2023
Q2 		$213K Buy
3,624
+67
+2% +$4.04K 0.01% 381
2023
Q1 		$218K Sell
3,557
-374
-10% -$23K 0.01% 375
2022
Q4 		$249K Sell
3,931
-85
-2% -$5.03K 0.01% 375
2022
Q3 		$234K Buy
+4,016
New +$270K 0.01% 375
2021
Q4 		– Sell
-14,979
Closed -$895K – 333
2021
Q3 		$895K Sell
14,979
-533
-3% -$33.3K 0.04% 207
2021
Q2 		$916K Buy
15,512
+350
+2% +$21.8K 0.04% 212
2021
Q1 		$928K Sell
15,162
-3,534
-19% -$203K 0.04% 214
2020
Q4 		$1.14M Buy
18,696
+206
+1% +$12.9K 0.06% 202
2020
Q3 		$1.14M Buy
18,490
+267
+1% +$16.3K 0.06% 188
2020
Q2 		$1.06M Sell
18,223
-823
-4% -$47.7K 0.06% 195
2020
Q1 		$1.12M Sell
19,046
-1,886
-9% -$121K 0.07% 163
2019
Q4 		$1.31M Sell
20,932
-362
-2% -$22.6K 0.06% 189
2019
Q3 		$1.36M Sell
21,294
-5,785
-21% -$351K 0.07% 177
2019
Q2 		$1.57M Sell
27,079
-4,083
-13% -$229K 0.08% 178
2019
Q1 		$1.73M Buy
31,162
+4,985
+19% +$263K 0.08% 179
2018
Q4 		$1.3M Sell
26,177
-3,822
-13% -$193K 0.07% 189
2018
Q3 		$1.47M Buy
29,999
+1,558
+5% +$75.9K 0.06% 203
2018
Q2 		$1.34M Sell
28,441
-4,938
-15% -$223K 0.06% 203
2018
Q1 		$1.51M Buy
33,379
+4,282
+15% +$188K 0.07% 194
2017
Q4 		$1.38M Buy
+29,097
New +$1.41M 0.06% 201
2017
Q3 		– Sell
-4,849
Closed -$224K – 265
2017
Q2 		$224K Buy
4,849
+249
+5% +$11.5K 0.01% 264
2017
Q1 		$206K Buy
+4,600
New +$199K 0.01% 271
2016
Q4 		– Sell
-397,084
Closed -$16.7M – 288
2016
Q3 		$16.7M Sell
397,084
-20,736
-5% -$905K 0.8% 49
2016
Q2 		$19.2M Sell
417,820
-16,636
-4% -$699K 0.85% 47
2016
Q1 		$18.4M Buy
434,456
+418,581
+2,637% +$16.4M 0.83% 49
2015
Q4 		$15.9K Sell
15,875
-522,078
-97% -$18.6M 0.77% 51
2015
Q3 		$19M Buy
537,953
+10,448
+2% +$352K 0.9% 48
2015
Q2 		$16.8M Buy
527,505
+11,093
+2% +$373K 0.79% 53
2015
Q1 		$18M Buy
516,412
+2,672
+0.5% +$94.9K 0.88% 50
2014
Q4 		$17.9M Buy
513,740
+28,989
+6% +$947K 0.72% 50
2014
Q3 		$14.4M Buy
484,751
+3,105
+0.6% +$92.7K 0.83% 51
2014
Q2 		$15M Buy
481,646
+6,193
+1% +$184K 0.88% 51
2014
Q1 		$13.9M Buy
475,453
+280,907
+144% +$7.78M 0.87% 51
2013
Q4 		$5.21M Buy
194,546
+14,828
+8% +$399K 0.33% 85
2013
Q3 		$4.73M Buy
179,718
+12,234
+7% +$332K 0.34% 84
2013
Q2 		$4.55M Buy
+167,484
New +$4.7M 0.34% 89

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

Dana Investment Advisors's CMS Position: Q1 2026 in Review

Dana Investment Advisors sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,067 shares — an estimated $214K sold.

Dana Investment Advisors first reported a position in CMS in Q2 2013 and held it in 43 quarters. The position peaked at $19.2M in Q2 2016. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Dana Investment Advisors reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Dana Investment Advisors sold 3,067 CMS Energy shares in Q1 2026, an estimated $214K.
  • Dana Investment Advisors first reported a position in CMS Energy in Q2 2013 and held it in 43 quarters.
  • Dana Investment Advisors's CMS Energy position peaked at $19.2M in Q2 2016.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.