Diversify Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Other funds holding CMS
Diversify Advisory Services's CMS Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in CMS Energy (CMS) in Q2 2026: 4,215 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #1029 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CMS as recently as Q4 2025.
Diversify Advisory Services first reported a position in CMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $730K in Q2 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Diversify Advisory Services held 4,215 shares of CMS Energy worth $313K as of Q2 2026.
- CMS Energy was a new Diversify Advisory Services position in Q2 2026.
- CMS Energy made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1029 holding.
- Diversify Advisory Services first reported a position in CMS Energy in Q2 2025 and has held it in 4 quarters since.
- Diversify Advisory Services's CMS Energy position peaked at $730K in Q2 2025.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.