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Farther Finance Advisors’s CMS Energy CMS Stock Holding History

Farther Finance 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 		$389K Sell
5,072
-303
-6% -$22.7K ﹤0.01% 1749
2026
Q1 		$419K Buy
5,375
+1,097
+26% +$81.4K ﹤0.01% 1524
2025
Q4 		$299K Buy
4,278
+1,050
+33% +$76.4K ﹤0.01% 1645
2025
Q3 		$236K Buy
3,228
+726
+29% +$52.1K ﹤0.01% 1518
2025
Q2 		$173K Sell
2,502
-795
-24% -$56.6K ﹤0.01% 1464
2025
Q1 		$248K Buy
3,297
+2,180
+195% +$152K 0.01% 1140
2024
Q4 		$74.5K Sell
1,117
-307
-22% -$21.1K ﹤0.01% 1447
2024
Q3 		$101K Buy
1,424
+348
+32% +$22.8K ﹤0.01% 1297
2024
Q2 		$63.3K Sell
1,076
-68
-6% -$4.12K ﹤0.01% 1311
2024
Q1 		$68.6K Buy
1,144
+57
+5% +$3.3K ﹤0.01% 1072
2023
Q4 		$63.1K Buy
1,087
+5
+0.5% +$279 ﹤0.01% 959
2023
Q3 		$57.5K Sell
1,082
-217
-17% -$12.6K 0.01% 729
2023
Q2 		$76.3K Buy
1,299
+10
+0.8% +$603 0.02% 547
2023
Q1 		$79.1K Sell
1,289
-126
-9% -$7.75K 0.02% 473
2022
Q4 		$89.6K Buy
+1,415
New +$83.7K 0.03% 349

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

Farther Finance Advisors's CMS Position: Q2 2026 in Review

Farther Finance Advisors reduced its CMS Energy (CMS) stake by 5.6% in Q2 2026, selling an estimated $22.7K and leaving 5,072 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Farther Finance Advisors first reported a position in CMS in Q4 2022 and has held it in 15 quarters since. The position peaked at $419K in Q1 2026. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Farther Finance Advisors held 5,072 shares of CMS Energy worth $389K as of Q2 2026.
  • Farther Finance Advisors sold 303 CMS Energy shares in Q2 2026, an estimated $22.7K.
  • CMS Energy made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1749 holding.
  • Farther Finance Advisors first reported a position in CMS Energy in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's CMS Energy position peaked at $419K in Q1 2026.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.