Level Four Advisory Services’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
Other funds holding CMS
Level Four Advisory Services's CMS Position: Q2 2026 in Review
Level Four Advisory Services opened a new position in CMS Energy (CMS) in Q2 2026: 5,017 shares worth $384K. The stake represents 0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in CMS as recently as Q4 2018.
Level Four Advisory Services first reported a position in CMS in Q2 2018 and has held it in 4 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Level Four Advisory Services held 5,017 shares of CMS Energy worth $384K as of Q2 2026.
- CMS Energy was a new Level Four Advisory Services position in Q2 2026.
- CMS Energy made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #690 holding.
- Level Four Advisory Services first reported a position in CMS Energy in Q2 2018 and has held it in 4 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.