Lido Advisors
CMS icon

Lido Advisors’s CMS Energy CMS Stock Holding History

Lido Advisors’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 		$1.17M Sell
15,284
-2,839
-16% -$213K ﹤0.01% 1022
2026
Q1 		$1.41M Buy
18,123
+174
+1% +$12.9K ﹤0.01% 821
2025
Q4 		$1.29M Sell
17,949
-147
-0.8% -$10.7K ﹤0.01% 886
2025
Q3 		$1.33M Buy
18,096
+8,127
+82% +$584K ﹤0.01% 826
2025
Q2 		$691K Sell
9,969
-37
-0.4% -$2.64K ﹤0.01% 988
2025
Q1 		$752K Sell
10,006
-1,146
-10% -$80K ﹤0.01% 884
2024
Q4 		$743K Buy
11,152
+418
+4% +$28.8K ﹤0.01% 873
2024
Q3 		$758K Sell
10,734
-145
-1% -$9.52K ﹤0.01% 813
2024
Q2 		$648K Sell
10,879
-703
-6% -$42.6K ﹤0.01% 834
2024
Q1 		$699K Buy
11,582
+137
+1% +$7.94K ﹤0.01% 777
2023
Q4 		$665K Buy
11,445
+5,351
+88% +$299K ﹤0.01% 755
2023
Q3 		$324K Buy
6,094
+2,219
+57% +$129K ﹤0.01% 889
2023
Q2 		$228K Buy
+3,875
New +$234K ﹤0.01% 1057

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

Lido Advisors's CMS Position: Q2 2026 in Review

Lido Advisors reduced its CMS Energy (CMS) stake by 16% in Q2 2026, selling an estimated $213K and leaving 15,284 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Lido Advisors first reported a position in CMS in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Lido Advisors held 15,284 shares of CMS Energy worth $1.17M as of Q2 2026.
  • Lido Advisors sold 2,839 CMS Energy shares in Q2 2026, an estimated $213K.
  • CMS Energy made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1022 holding.
  • Lido Advisors first reported a position in CMS Energy in Q2 2023 and has held it in 13 quarters since.
  • Lido Advisors's CMS Energy position peaked at $1.41M in Q1 2026.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.