Lido Advisors
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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
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 $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

Lido Advisors's CMS Position: Q1 2026 in Review

Lido Advisors increased its CMS Energy (CMS) stake by 0.97% in Q1 2026, buying an estimated $12.9K and bringing the position to 18,123 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Lido Advisors first reported a position in CMS in Q2 2023 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Lido Advisors held 18,123 shares of CMS Energy worth $1.41M as of Q1 2026.
  • Lido Advisors bought 174 CMS Energy shares in Q1 2026, an estimated $12.9K.
  • CMS Energy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #821 holding.
  • Lido Advisors first reported a position in CMS Energy in Q2 2023 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.