First Horizon Advisors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.3K | Sell |
524
-113
| -18% | -$8.05K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $47.9K | Buy |
637
+123
| +24% | +$8.59K | ﹤0.01% | 951 |
|
|
2024
Q4 | $34.3K | Buy |
514
+79
| +18% | +$5.43K | ﹤0.01% | 1119 |
|
|
2024
Q3 | $30.7K | Buy |
435
+275
| +172% | +$18K | ﹤0.01% | 1198 |
|
|
2024
Q2 | $9.53K | Buy |
160
+26
| +19% | +$1.57K | ﹤0.01% | 1552 |
|
|
2024
Q1 | $8.08K | Buy |
134
+13
| +11% | +$753 | ﹤0.01% | 1664 |
|
|
2023
Q4 | $7.03K | Sell |
121
-1,481
| -92% | -$82.7K | ﹤0.01% | 1707 |
|
|
2023
Q3 | $85.1K | Sell |
1,602
-40
| -2% | -$2.32K | ﹤0.01% | 673 |
|
|
2023
Q2 | $96.5K | Buy |
1,642
+1,100
| +203% | +$66.4K | ﹤0.01% | 660 |
|
|
2023
Q1 | $33.3K | Sell |
542
-219
| -29% | -$13.5K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $48.2K | Sell |
761
-3
| -0.4% | -$177 | ﹤0.01% | 873 |
|
|
2022
Q3 | $45K | Sell |
764
-55
| -7% | -$3.7K | ﹤0.01% | 874 |
|
|
2022
Q2 | $55K | Sell |
819
-21
| -3% | -$1.45K | ﹤0.01% | 895 |
|
|
2022
Q1 | $59K | Sell |
840
-33
| -4% | -$2.14K | ﹤0.01% | 594 |
|
|
2021
Q4 | $56K | Sell |
873
-16
| -2% | -$982 | ﹤0.01% | 879 |
|
|
2021
Q3 | $53K | Buy |
+889
| New | +$55.5K | ﹤0.01% | 871 |
|
|
2021
Q2 | – | Sell |
-101
| Closed | -$6K | – | 1985 |
|
|
2021
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 1411 |
|
|
2020
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 1120 |
|
|
2020
Q2 | $6K | Sell |
101
-425
| -81% | -$24.6K | ﹤0.01% | 1126 |
|
|
2020
Q1 | $31K | Buy |
526
+425
| +421% | +$27.2K | ﹤0.01% | 589 |
|
|
2019
Q4 | $6K | Hold |
101
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q3 | $6K | Sell |
101
-1,875
| -95% | -$114K | ﹤0.01% | 1198 |
|
|
2019
Q2 | $115K | Buy |
1,976
+1,875
| +1,856% | +$105K | 0.01% | 414 |
|
|
2019
Q1 | $6K | Buy |
+101
| New | +$5.32K | ﹤0.01% | 1192 |
|
|
2017
Q1 | – | Sell |
-115
| Closed | -$4K | – | 1491 |
|
|
2016
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 1187 |
|
|
2016
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 1178 |
|
|
2016
Q2 | $4K | Buy |
115
+74
| +180% | +$3.11K | ﹤0.01% | 1138 |
|
|
2016
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 1274 |
|
|
2015
Q4 | $1K | Sell |
41
-19
| -32% | -$677 | ﹤0.01% | 1197 |
|
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1288 |
|
|
2015
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1357 |
|
|
2015
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 1351 |
|
|
2014
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1352 |
|
|
2014
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1427 |
|
|
2014
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1414 |
|
|
2014
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1279 |
|
|
2013
Q4 | $1K | Sell |
60
-114
| -66% | -$3.07K | ﹤0.01% | 1273 |
|
|
2013
Q3 | $5K | Sell |
174
-3
| -2% | -$81 | ﹤0.01% | 957 |
|
|
2013
Q2 | $5K | Buy |
+177
| New | +$4.97K | ﹤0.01% | 667 |
|
Other funds holding CMS
First Horizon Advisors's CMS Position: Q2 2025 in Review
First Horizon Advisors reduced its CMS Energy (CMS) stake by 18% in Q2 2025, selling an estimated $8.05K and leaving 524 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.
First Horizon Advisors first reported a position in CMS in Q2 2013 and has held it in 40 quarters since. The position peaked at $115K in Q2 2019. 745 funds tracked by Wall St. Rank hold CMS as of Q2 2025.
- First Horizon Advisors held 524 shares of CMS Energy worth $36.3K as of Q2 2025.
- First Horizon Advisors sold 113 CMS Energy shares in Q2 2025, an estimated $8.05K.
- CMS Energy made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1171 holding.
- First Horizon Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 40 quarters since.
- First Horizon Advisors's CMS Energy position peaked at $115K in Q2 2019.
- 745 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.