Lloyd Advisory Services’s CMS Energy CMS Stock Holding History

Lloyd 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	$2.18K	Buy	28 +20	+250%	+$1.48K	﹤0.01%	654
2025 Q4	$539	Buy	+8	New	+$582	﹤0.01%	515
2024 Q2	–	Sell	-14,995	Closed	-$905K	–	110
2024 Q1	$905K	Buy	+14,995	New	+$869K	0.19%	95
2022 Q2	–	Sell	-300	Closed	-$21K	–	156
2022 Q1	$21K	Buy	300 +29	+11%	+$1.88K	0.01%	343
2021 Q4	$18K	Buy	271 +24	+10%	+$1.47K	0.01%	299
2021 Q3	$15K	Buy	247 +138	+127%	+$8.61K	0.01%	277
2021 Q2	$6K	Buy	109 +55	+102%	+$3.42K	﹤0.01%	309
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	318
2020 Q4	$3K	Buy	+54	New	+$3.38K	﹤0.01%	292

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Frankfurt Am Main, Germany $110B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return