IAA
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Independent Advisor Alliance’s CMS Energy CMS Stock Holding History

Independent Advisor Alliance’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
-2,734
Closed -$212K – 1136
2026
Q1 		$212K Buy
+2,734
New +$203K ﹤0.01% 1473
2020
Q1 		– Sell
-3,829
Closed -$241K – 476
2019
Q4 		$241K Sell
3,829
-141
-4% -$8.79K 0.01% 756
2019
Q3 		$254K Sell
3,970
-100
-2% -$6.07K 0.03% 370
2019
Q2 		$236K Sell
4,070
-89
-2% -$5K 0.03% 346
2019
Q1 		$231K Buy
+4,159
New +$219K 0.03% 371

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

Independent Advisor Alliance's CMS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 2,734 shares — an estimated $212K sold.

Independent Advisor Alliance first reported a position in CMS in Q1 2019 and held it in 5 quarters. The position peaked at $254K in Q3 2019. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Independent Advisor Alliance reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,734 CMS Energy shares in Q2 2026, an estimated $212K.
  • Independent Advisor Alliance first reported a position in CMS Energy in Q1 2019 and held it in 5 quarters.
  • Independent Advisor Alliance's CMS Energy position peaked at $254K in Q3 2019.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.