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Financial Advisors Network’s CMS Energy CMS Stock Holding History

Financial Advisors Network’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 		$499K Buy
6,517
+876
+16% +$65.7K 0.06% 127
2026
Q1 		$438K Buy
5,641
+531
+10% +$39.4K 0.06% 127
2025
Q4 		$357K Buy
5,110
+180
+4% +$13.1K 0.05% 138
2025
Q3 		$361K Buy
4,930
+242
+5% +$17.4K 0.05% 134
2025
Q2 		$325K Buy
4,688
+601
+15% +$42.8K 0.05% 140
2025
Q1 		$307K Buy
4,087
+256
+7% +$17.9K 0.05% 135
2024
Q4 		$255K Buy
+3,831
New +$264K 0.04% 157
2022
Q4 		$255K Buy
+4,030
New +$238K 0.07% 109
2017
Q1 		– Sell
-1,201
Closed -$50.4K – 155
2016
Q4 		$50.4K Buy
+1,201
New +$49.1K 0.04% 136

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

Financial Advisors Network's CMS Position: Q2 2026 in Review

Financial Advisors Network increased its CMS Energy (CMS) stake by 16% in Q2 2026, buying an estimated $65.7K and bringing the position to 6,517 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #127.

Financial Advisors Network first reported a position in CMS in Q4 2016 and has held it in 9 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Financial Advisors Network held 6,517 shares of CMS Energy worth $499K as of Q2 2026.
  • Financial Advisors Network bought 876 CMS Energy shares in Q2 2026, an estimated $65.7K.
  • CMS Energy made up 0.06% of Financial Advisors Network's portfolio in Q2 2026, its #127 holding.
  • Financial Advisors Network first reported a position in CMS Energy in Q4 2016 and has held it in 9 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Financial Advisors Network's 13F filing for Q2 2026, filed 14 Aug 2026.