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 Q2	$2.21K	Buy	29 +1	+4%	+$75	﹤0.01%	499
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	–	152
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lloyd Advisory Services's CMS Position: Q2 2026 in Review

Lloyd Advisory Services increased its CMS Energy (CMS) stake by 3.6% in Q2 2026, buying an estimated $75 and bringing the position to 29 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Lloyd Advisory Services first reported a position in CMS in Q4 2020 and has held it in 10 quarters since. The position peaked at $905K in Q1 2024. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Lloyd Advisory Services held 29 shares of CMS Energy worth $2.21K as of Q2 2026.
Lloyd Advisory Services bought 1 CMS Energy share in Q2 2026, an estimated $75.
CMS Energy made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #499 holding.
Lloyd Advisory Services first reported a position in CMS Energy in Q4 2020 and has held it in 10 quarters since.
Lloyd Advisory Services's CMS Energy position peaked at $905K in Q1 2024.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.