Glen Eagle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.01K | Buy |
52
+1
| +2% | +$74 | ﹤0.01% | 781 |
|
|
2025
Q4 | $3.59K | Hold |
51
| – | – | ﹤0.01% | 820 |
|
|
2025
Q3 | $3.74K | Sell |
51
-10
| -16% | -$718 | ﹤0.01% | 813 |
|
|
2025
Q2 | $4.23K | Hold |
61
| – | – | ﹤0.01% | 756 |
|
|
2025
Q1 | $4.58K | Hold |
61
| – | – | ﹤0.01% | 739 |
|
|
2024
Q4 | $4.07K | Hold |
61
| – | – | ﹤0.01% | 770 |
|
|
2024
Q3 | $4.31K | Hold |
61
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $3.63K | Buy |
+61
| New | +$3.69K | ﹤0.01% | 803 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$5.88K | – | 1037 |
|
|
2023
Q2 | $5.88K | Hold |
100
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $6.14K | Hold |
100
| – | – | ﹤0.01% | 686 |
|
|
2022
Q4 | $6.33K | Sell |
100
-16
| -14% | -$946 | ﹤0.01% | 675 |
|
|
2022
Q3 | $6.76K | Hold |
116
| – | – | ﹤0.01% | 656 |
|
|
2022
Q2 | $7.83K | Hold |
116
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $8.11K | Hold |
116
| – | – | ﹤0.01% | 658 |
|
|
2021
Q4 | $7.55K | Hold |
116
| – | – | ﹤0.01% | 664 |
|
|
2021
Q3 | $6.93K | Hold |
116
| – | – | ﹤0.01% | 765 |
|
|
2021
Q2 | $6.85K | Sell |
116
-194
| -63% | -$12.1K | ﹤0.01% | 765 |
|
|
2021
Q1 | $19K | Buy |
310
+294
| +1,838% | +$16.9K | 0.01% | 533 |
|
|
2020
Q4 | $976 | Hold |
16
| – | – | ﹤0.01% | 910 |
|
|
2020
Q3 | $983 | Hold |
16
| – | – | ﹤0.01% | 850 |
|
|
2020
Q2 | $935 | Hold |
16
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $940 | Hold |
16
| – | – | ﹤0.01% | 755 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 829 |
|
|
2019
Q3 | $1.02K | Hold |
16
| – | – | ﹤0.01% | 750 |
|
|
2019
Q2 | $927 | Hold |
16
| – | – | ﹤0.01% | 740 |
|
|
2019
Q1 | $889 | Hold |
16
| – | – | ﹤0.01% | 703 |
|
|
2018
Q4 | $794 | Hold |
16
| – | – | ﹤0.01% | 684 |
|
|
2018
Q3 | $784 | Hold |
16
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $756 | Hold |
16
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $725 | Hold |
16
| – | – | ﹤0.01% | 655 |
|
|
2017
Q4 | $757 | Hold |
16
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $741 | Hold |
16
| – | – | ﹤0.01% | 617 |
|
|
2017
Q2 | $740 | Hold |
16
| – | – | ﹤0.01% | 571 |
|
|
2017
Q1 | $716 | Hold |
16
| – | – | ﹤0.01% | 536 |
|
|
2016
Q4 | $666 | Buy |
+16
| New | +$654 | ﹤0.01% | 528 |
|
Other funds holding CMS
VCM
VPM
Glen Eagle Advisors's CMS Position: Q1 2026 in Review
Glen Eagle Advisors increased its CMS Energy (CMS) stake by 2% in Q1 2026, buying an estimated $74 and bringing the position to 52 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #781.
Glen Eagle Advisors first reported a position in CMS in Q4 2016 and has held it in 35 quarters since. The position peaked at $19K in Q1 2021. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Glen Eagle Advisors held 52 shares of CMS Energy worth $4.01K as of Q1 2026.
- Glen Eagle Advisors bought 1 CMS Energy share in Q1 2026, an estimated $74.
- CMS Energy made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #781 holding.
- Glen Eagle Advisors first reported a position in CMS Energy in Q4 2016 and has held it in 35 quarters since.
- Glen Eagle Advisors's CMS Energy position peaked at $19K in Q1 2021.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.