Janney Montgomery Scott’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 | $2.21M | Sell |
28,488
-2,997
| -10% | -$222K | 0.01% | 1218 |
|
|
2025
Q4 | $2.2M | Sell |
31,485
-847
| -3% | -$61.6K | 0.01% | 1285 |
|
|
2025
Q3 | $2.37M | Sell |
32,332
-613
| -2% | -$44K | 0.01% | 1232 |
|
|
2025
Q2 | $2.28M | Sell |
32,945
-1,646
| -5% | -$117K | 0.01% | 1145 |
|
|
2025
Q1 | $2.6M | Sell |
34,591
-1,175
| -3% | -$82.1K | 0.01% | 1056 |
|
|
2024
Q4 | $2.38M | Sell |
35,766
-532
| -1% | -$36.6K | 0.01% | 1079 |
|
|
2024
Q3 | $2.56M | Sell |
36,298
-1,389
| -4% | -$91.1K | 0.01% | 1024 |
|
|
2024
Q2 | $2.24M | Buy |
37,687
+2,361
| +7% | +$143K | 0.01% | 1050 |
|
|
2024
Q1 | $2.13M | Buy |
35,326
+397
| +1% | +$23K | 0.01% | 1136 |
|
|
2023
Q4 | $2.03M | Sell |
34,929
-647
| -2% | -$36.1K | 0.01% | 1101 |
|
|
2023
Q3 | $1.89M | Sell |
35,576
-2,529
| -7% | -$146K | 0.01% | 1047 |
|
|
2023
Q2 | $2.24M | Sell |
38,105
-2,238
| -6% | -$135K | 0.01% | 1018 |
|
|
2023
Q1 | $2.48M | Buy |
40,343
+4,983
| +14% | +$306K | 0.01% | 898 |
|
|
2022
Q4 | $2.24M | Buy |
35,360
+1,404
| +4% | +$83K | 0.01% | 973 |
|
|
2022
Q3 | $1.98M | Sell |
33,956
-135
| -0.4% | -$9.08K | 0.01% | 971 |
|
|
2022
Q2 | $2.28M | Sell |
34,091
-4,077
| -11% | -$282K | 0.01% | 873 |
|
|
2022
Q1 | $2.67M | Sell |
38,168
-4,990
| -12% | -$324K | 0.01% | 801 |
|
|
2021
Q4 | $2.81M | Sell |
43,158
-7,319
| -14% | -$449K | 0.01% | 820 |
|
|
2021
Q3 | $3.02M | Sell |
50,477
-9,636
| -16% | -$601K | 0.01% | 776 |
|
|
2021
Q2 | $3.55M | Sell |
60,113
-4,161
| -6% | -$259K | 0.02% | 701 |
|
|
2021
Q1 | $3.94M | Sell |
64,274
-12,291
| -16% | -$706K | 0.02% | 630 |
|
|
2020
Q4 | $4.67M | Buy |
76,565
+2,512
| +3% | +$157K | 0.02% | 562 |
|
|
2020
Q3 | $4.55M | Buy |
74,053
+1,377
| +2% | +$84.3K | 0.03% | 519 |
|
|
2020
Q2 | $4.25M | Buy |
72,676
+4,895
| +7% | +$283K | 0.03% | 503 |
|
|
2020
Q1 | $3.98M | Sell |
67,781
-33
| -0% | -$2.11K | 0.03% | 455 |
|
|
2019
Q4 | $4.26M | Buy |
67,814
+5,855
| +9% | +$365K | 0.03% | 514 |
|
|
2019
Q3 | $3.96M | Buy |
61,959
+11,212
| +22% | +$681K | 0.03% | 512 |
|
|
2019
Q2 | $2.94M | Buy |
50,747
+1,066
| +2% | +$59.8K | 0.02% | 587 |
|
|
2019
Q1 | $2.76M | Buy |
49,681
+3,981
| +9% | +$210K | 0.02% | 590 |
|
|
2018
Q4 | $2.27M | Buy |
45,700
+196
| +0.4% | +$9.9K | 0.02% | 600 |
|
|
2018
Q3 | $2.23M | Buy |
45,504
+2,272
| +5% | +$111K | 0.02% | 660 |
|
|
2018
Q2 | $2.04M | Buy |
43,232
+652
| +2% | +$29.5K | 0.02% | 665 |
|
|
2018
Q1 | $1.93M | Buy |
42,580
+3,910
| +10% | +$172K | 0.02% | 666 |
|
|
2017
Q4 | $1.83M | Sell |
38,670
-391
| -1% | -$18.9K | 0.02% | 681 |
|
|
2017
Q3 | $1.81M | Buy |
39,061
+1,210
| +3% | +$57.1K | 0.02% | 652 |
|
|
2017
Q2 | $1.75M | Buy |
37,851
+3,948
| +12% | +$183K | 0.02% | 629 |
|
|
2017
Q1 | $1.52M | Sell |
33,903
-2,601
| -7% | -$113K | 0.02% | 672 |
|
|
2016
Q4 | $1.52M | Sell |
36,504
-3,465
| -9% | -$142K | 0.02% | 606 |
|
|
2016
Q3 | $1.68M | Sell |
39,969
-39,225
| -50% | -$1.71M | 0.03% | 485 |
|
|
2016
Q2 | $3.63M | Buy |
79,194
+40,759
| +106% | +$1.71M | 0.07% | 209 |
|
|
2016
Q1 | $1.63M | Buy |
38,435
+2,837
| +8% | +$111K | 0.04% | 380 |
|
|
2015
Q4 | $1.28M | Buy |
35,598
+334
| +0.9% | +$11.9K | 0.03% | 474 |
|
|
2015
Q3 | $1.25M | Buy |
35,264
+16,372
| +87% | +$552K | 0.04% | 458 |
|
|
2015
Q2 | $602K | Buy |
18,892
+12,459
| +194% | +$419K | 0.01% | 1071 |
|
|
2015
Q1 | $225K | Sell |
6,433
-851
| -12% | -$30.2K | ﹤0.01% | 2000 |
|
|
2014
Q4 | $253K | Buy |
+7,284
| New | +$238K | 0.01% | 1819 |
|
|
2014
Q3 | – | Sell |
-7,000
| Closed | -$218K | – | 2291 |
|
|
2014
Q2 | $218K | Buy |
+7,000
| New | +$208K | ﹤0.01% | 1881 |
|
Other funds holding CMS
VCM
VPM
Janney Montgomery Scott's CMS Position: Q1 2026 in Review
Janney Montgomery Scott reduced its CMS Energy (CMS) stake by 9.5% in Q1 2026, selling an estimated $222K and leaving 28,488 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #1218.
Janney Montgomery Scott first reported a position in CMS in Q2 2014 and has held it in 47 quarters since. The position peaked at $4.67M in Q4 2020. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Janney Montgomery Scott held 28,488 shares of CMS Energy worth $2.21M as of Q1 2026.
- Janney Montgomery Scott sold 2,997 CMS Energy shares in Q1 2026, an estimated $222K.
- CMS Energy made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1218 holding.
- Janney Montgomery Scott first reported a position in CMS Energy in Q2 2014 and has held it in 47 quarters since.
- Janney Montgomery Scott's CMS Energy position peaked at $4.67M in Q4 2020.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.