Elevated Capital Advisors’s CMS Energy CMS Stock Holding History

Elevated Capital 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 Q2	$371K	Sell	4,849 -5,052	-51%	-$379K	0.1%	167
2026 Q1	$768K	Sell	9,901 -1,858	-16%	-$138K	0.19%	127
2025 Q4	$822K	Buy	11,759 +435	+4%	+$31.6K	0.19%	139
2025 Q3	$830K	Sell	11,324 -1,495	-12%	-$107K	0.21%	130
2025 Q2	$963K	Hold	12,819	–	–	0.27%	104
2025 Q1	$963K	Buy	12,819 +356	+3%	+$24.9K	0.27%	104
2024 Q4	$831K	Sell	12,463 -168	-1%	-$11.6K	0.23%	130
2024 Q3	$892K	Sell	12,631 -314	-2%	-$20.6K	0.24%	127
2024 Q2	$771K	Buy	+12,945	New	+$784K	0.22%	127

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Elevated Capital Advisors's CMS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its CMS Energy (CMS) stake by 51% in Q2 2026, selling an estimated $379K and leaving 4,849 shares worth $371K. The position accounts for 0.1% of the portfolio, ranked #167.

Elevated Capital Advisors first reported a position in CMS in Q2 2024 and has held it in 9 quarters since. The position peaked at $963K in Q2 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Elevated Capital Advisors held 4,849 shares of CMS Energy worth $371K as of Q2 2026.
Elevated Capital Advisors sold 5,052 CMS Energy shares in Q2 2026, an estimated $379K.
CMS Energy made up 0.1% of Elevated Capital Advisors's portfolio in Q2 2026, its #167 holding.
Elevated Capital Advisors first reported a position in CMS Energy in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's CMS Energy position peaked at $963K in Q2 2025.
818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.