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Global Assets Advisory’s CMS Energy CMS Stock Holding History

Global Assets Advisory’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 		– Sell
-727
Closed -$56.4K – 363
2026
Q1 		$56.4K Buy
+727
New +$54K 0.02% 386
2024
Q2 		– Sell
-731
Closed -$43.8K – 140
2024
Q1 		$43.8K Buy
+731
New +$42.4K 0.03% 302

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

Global Assets Advisory's CMS Position: Q2 2026 in Review

Global Assets Advisory sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 727 shares — an estimated $56.4K sold.

Global Assets Advisory first reported a position in CMS in Q1 2024 and held it in 2 quarters. The position peaked at $56.4K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Global Assets Advisory reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 727 CMS Energy shares in Q2 2026, an estimated $56.4K.
  • Global Assets Advisory first reported a position in CMS Energy in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's CMS Energy position peaked at $56.4K in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.