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Florida Financial Advisors’s CMS Energy CMS Stock Holding History

Florida Financial 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
Q1 		$232K Sell
2,995
-179
-6% -$13.3K 0.06% 288
2025
Q4 		$220K Buy
3,174
+149
+5% +$10.8K 0.06% 260
2025
Q3 		$222K Buy
3,025
+115
+4% +$8.26K 0.07% 241
2025
Q2 		$202K Buy
+2,910
New +$207K 0.07% 254

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

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

Florida Financial Advisors reduced its CMS Energy (CMS) stake by 5.6% in Q1 2026, selling an estimated $13.3K and leaving 2,995 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #288.

Florida Financial Advisors first reported a position in CMS in Q2 2025 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Florida Financial Advisors held 2,995 shares of CMS Energy worth $232K as of Q1 2026.
  • Florida Financial Advisors sold 179 CMS Energy shares in Q1 2026, an estimated $13.3K.
  • CMS Energy made up 0.06% of Florida Financial Advisors's portfolio in Q1 2026, its #288 holding.
  • Florida Financial Advisors first reported a position in CMS Energy in Q2 2025 and has held it in 4 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.