Kestra Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Other funds holding CMS
Kestra Advisory Services's CMS Position: Q2 2026 in Review
Kestra Advisory Services increased its CMS Energy (CMS) stake by 237% in Q2 2026, buying an estimated $1.87M and bringing the position to 35,435 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #1167.
Kestra Advisory Services first reported a position in CMS in Q1 2021 and has held it in 22 quarters since. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Kestra Advisory Services held 35,435 shares of CMS Energy worth $2.71M as of Q2 2026.
- Kestra Advisory Services bought 24,926 CMS Energy shares in Q2 2026, an estimated $1.87M.
- CMS Energy made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1167 holding.
- Kestra Advisory Services first reported a position in CMS Energy in Q1 2021 and has held it in 22 quarters since.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.