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EverSource Wealth Advisors’s CMS Energy CMS Stock Holding History

EverSource Wealth 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 		$338K Sell
4,422
-505
-10% -$37.9K 0.01% 748
2026
Q1 		$382K Buy
4,927
+868
+21% +$64.4K 0.01% 730
2025
Q4 		$284K Sell
4,059
-249
-6% -$18.1K 0.01% 791
2025
Q3 		$316K Sell
4,308
-152
-3% -$10.9K 0.01% 705
2025
Q2 		$309K Buy
4,460
+1,813
+68% +$129K 0.01% 655
2025
Q1 		$199K Buy
2,647
+856
+48% +$59.8K 0.01% 661
2024
Q4 		$119K Sell
1,791
-464
-21% -$31.9K 0.01% 850
2024
Q3 		$159K Buy
2,255
+1,132
+101% +$74.3K 0.01% 633
2024
Q2 		$72.8K Sell
1,123
-47
-4% -$2.85K ﹤0.01% 923
2024
Q1 		$70.9K Sell
1,170
-102
-8% -$5.91K 0.01% 843
2023
Q4 		$73.9K Sell
1,272
-175
-12% -$9.77K 0.01% 751
2023
Q3 		$76.8K Buy
1,447
+160
+12% +$9.27K 0.01% 663
2023
Q2 		$75.6K Buy
1,287
+170
+15% +$10.3K 0.01% 682
2023
Q1 		$68.6K Buy
1,117
+114
+11% +$7.01K 0.01% 671
2022
Q4 		$63.5K Sell
1,003
-10
-1% -$591 0.01% 654
2022
Q3 		$60K Sell
1,013
-198
-16% -$13.3K 0.01% 586
2022
Q2 		$81K Buy
1,211
+37
+3% +$2.56K 0.02% 437
2022
Q1 		$82K Buy
1,174
+904
+335% +$58.6K 0.02% 372
2021
Q4 		$17K Buy
+270
New +$16.6K ﹤0.01% 743

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's CMS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its CMS Energy (CMS) stake by 10% in Q2 2026, selling an estimated $37.9K and leaving 4,422 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #748.

EverSource Wealth Advisors first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $382K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • EverSource Wealth Advisors held 4,422 shares of CMS Energy worth $338K as of Q2 2026.
  • EverSource Wealth Advisors sold 505 CMS Energy shares in Q2 2026, an estimated $37.9K.
  • CMS Energy made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #748 holding.
  • EverSource Wealth Advisors first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's CMS Energy position peaked at $382K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.