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Diversify Advisory Services’s CMS Energy CMS Stock Holding History

Diversify Advisory Services’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
-4,515
Closed -$324K – 331
2025
Q4 		$324K Sell
4,515
-2,638
-37% -$192K 0.01% 736
2025
Q3 		$518K Sell
7,153
-2,875
-29% -$207K 0.02% 556
2025
Q2 		$730K Buy
+10,028
New +$714K 0.03% 413

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

Diversify Advisory Services's CMS Position: Q1 2026 in Review

Diversify Advisory Services sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 4,515 shares — an estimated $324K sold.

Diversify Advisory Services first reported a position in CMS in Q2 2025 and held it in 3 quarters. The position peaked at $730K in Q2 2025. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Diversify Advisory Services reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 4,515 CMS Energy shares in Q1 2026, an estimated $324K.
  • Diversify Advisory Services first reported a position in CMS Energy in Q2 2025 and held it in 3 quarters.
  • Diversify Advisory Services's CMS Energy position peaked at $730K in Q2 2025.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.