Heritage Wealth Advisors’s CMS Energy CMS Stock Holding History

Heritage Wealth 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	$75.7K	Buy	976 +576	+144%	+$42.8K	﹤0.01%	278
2025 Q4	$28K	Hold	400	–	–	﹤0.01%	373
2025 Q3	$29.3K	Hold	400	–	–	﹤0.01%	346
2025 Q2	$27.7K	Hold	400	–	–	﹤0.01%	340
2025 Q1	$30K	Hold	400	–	–	﹤0.01%	338
2024 Q4	$26.7K	Hold	400	–	–	﹤0.01%	365
2024 Q3	$28.3K	Hold	400	–	–	﹤0.01%	369
2024 Q2	$23.8K	Hold	400	–	–	﹤0.01%	367
2024 Q1	$24.1K	Hold	400	–	–	﹤0.01%	382
2023 Q4	$23.2K	Buy	+400	New	+$22.3K	﹤0.01%	401
2020 Q1	–	Sell	-23	Closed	-$1.45K	–	467
2019 Q4	$1.45K	Buy	+23	New	+$1.43K	﹤0.01%	618

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Advisors's CMS Position: Q1 2026 in Review

Heritage Wealth Advisors increased its CMS Energy (CMS) stake by 144% in Q1 2026, buying an estimated $42.8K and bringing the position to 976 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Heritage Wealth Advisors first reported a position in CMS in Q4 2019 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Heritage Wealth Advisors held 976 shares of CMS Energy worth $75.7K as of Q1 2026.
Heritage Wealth Advisors bought 576 CMS Energy shares in Q1 2026, an estimated $42.8K.
CMS Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #278 holding.
Heritage Wealth Advisors first reported a position in CMS Energy in Q4 2019 and has held it in 11 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.