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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
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 $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

Financial Advisors Network's CMS Position: Q1 2026 in Review

Financial Advisors Network increased its CMS Energy (CMS) stake by 10% in Q1 2026, buying an estimated $39.4K and bringing the position to 5,641 shares worth $438K. 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 8 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Financial Advisors Network held 5,641 shares of CMS Energy worth $438K as of Q1 2026.
  • Financial Advisors Network bought 531 CMS Energy shares in Q1 2026, an estimated $39.4K.
  • CMS Energy made up 0.06% of Financial Advisors Network's portfolio in Q1 2026, its #127 holding.
  • Financial Advisors Network first reported a position in CMS Energy in Q4 2016 and has held it in 8 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.