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Kestra Advisory Services’s CMS Energy CMS Stock Holding History

Kestra Advisory Services’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 		$815K Buy
10,509
+987
+10% +$73.3K ﹤0.01% 1873
2025
Q4 		$666K Buy
9,522
+1,811
+23% +$132K ﹤0.01% 1945
2025
Q3 		$565K Buy
7,711
+725
+10% +$52.1K ﹤0.01% 1973
2025
Q2 		$484K Buy
6,986
+159
+2% +$11.3K ﹤0.01% 1983
2025
Q1 		$513K Sell
6,827
-426
-6% -$29.8K ﹤0.01% 1804
2024
Q4 		$483K Buy
7,253
+607
+9% +$41.8K ﹤0.01% 1893
2024
Q3 		$469K Sell
6,646
-208
-3% -$13.6K ﹤0.01% 1803
2024
Q2 		$408K Sell
6,854
-1,234
-15% -$74.7K ﹤0.01% 1915
2024
Q1 		$488K Sell
8,088
-243
-3% -$14.1K ﹤0.01% 1682
2023
Q4 		$484K Sell
8,331
-5,417
-39% -$303K ﹤0.01% 1553
2023
Q3 		$730K Buy
13,748
+7,899
+135% +$458K 0.01% 1161
2023
Q2 		$344K Buy
5,849
+33
+0.6% +$1.99K ﹤0.01% 1523
2023
Q1 		$357K Sell
5,816
-6,895
-54% -$424K ﹤0.01% 1463
2022
Q4 		$805K Buy
12,711
+3,191
+34% +$189K 0.01% 1159
2022
Q3 		$554K Buy
9,520
+385
+4% +$25.9K 0.01% 1264
2022
Q2 		$617K Buy
9,135
+2,980
+48% +$206K 0.01% 1199
2022
Q1 		$430K Sell
6,155
-3,431
-36% -$223K ﹤0.01% 1376
2021
Q4 		$624K Sell
9,586
-1,207
-11% -$74.1K 0.01% 1199
2021
Q3 		$645K Buy
10,793
+4,252
+65% +$265K 0.01% 1251
2021
Q2 		$386K Buy
6,541
+468
+8% +$29.1K ﹤0.01% 1417
2021
Q1 		$372K Buy
+6,073
New +$349K ﹤0.01% 1342

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's CMS Position: Q1 2026 in Review

Kestra Advisory Services increased its CMS Energy (CMS) stake by 10% in Q1 2026, buying an estimated $73.3K and bringing the position to 10,509 shares worth $815K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Kestra Advisory Services first reported a position in CMS in Q1 2021 and has held it in 21 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Kestra Advisory Services held 10,509 shares of CMS Energy worth $815K as of Q1 2026.
  • Kestra Advisory Services bought 987 CMS Energy shares in Q1 2026, an estimated $73.3K.
  • CMS Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1873 holding.
  • Kestra Advisory Services first reported a position in CMS Energy in Q1 2021 and has held it in 21 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.