LPL Financial’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38.6M | Buy |
504,221
+46,218
| +10% | +$3.46M | 0.01% | 1156 |
|
|
2026
Q1 | $35.5M | Buy |
458,003
+17,377
| +4% | +$1.29M | 0.01% | 1084 |
|
|
2025
Q4 | $30.8M | Buy |
440,626
+5,098
| +1% | +$371K | 0.01% | 1129 |
|
|
2025
Q3 | $31.9M | Buy |
435,528
+29,140
| +7% | +$2.09M | 0.01% | 1077 |
|
|
2025
Q2 | $28.2M | Buy |
406,388
+30,390
| +8% | +$2.17M | 0.01% | 1049 |
|
|
2025
Q1 | $28.2M | Buy |
375,998
+118,848
| +46% | +$8.3M | 0.01% | 953 |
|
|
2024
Q4 | $17.1M | Sell |
257,150
-17,292
| -6% | -$1.19M | 0.01% | 1179 |
|
|
2024
Q3 | $19.4M | Buy |
274,442
+27,109
| +11% | +$1.78M | 0.01% | 1055 |
|
|
2024
Q2 | $14.7M | Buy |
247,333
+16,713
| +7% | +$1.01M | 0.01% | 1118 |
|
|
2024
Q1 | $13.9M | Buy |
230,620
+2,814
| +1% | +$163K | 0.01% | 1122 |
|
|
2023
Q4 | $13.2M | Sell |
227,806
-4,665
| -2% | -$261K | 0.01% | 1084 |
|
|
2023
Q3 | $12.3M | Buy |
232,471
+50,472
| +28% | +$2.92M | 0.01% | 1044 |
|
|
2023
Q2 | $10.7M | Buy |
181,999
+17,427
| +11% | +$1.05M | 0.01% | 1097 |
|
|
2023
Q1 | $10.1M | Sell |
164,572
-154
| -0.1% | -$9.47K | 0.01% | 1075 |
|
|
2022
Q4 | $10.4M | Buy |
164,726
+57,245
| +53% | +$3.38M | 0.01% | 1002 |
|
|
2022
Q3 | $6.26M | Buy |
107,481
+8,025
| +8% | +$540K | 0.01% | 1222 |
|
|
2022
Q2 | $6.71M | Buy |
99,456
+14,973
| +18% | +$1.03M | 0.01% | 1197 |
|
|
2022
Q1 | $5.91M | Buy |
84,483
+4,856
| +6% | +$315K | 0.01% | 1338 |
|
|
2021
Q4 | $5.18M | Buy |
79,627
+10,554
| +15% | +$648K | ﹤0.01% | 1439 |
|
|
2021
Q3 | $4.13M | Buy |
69,073
+3,444
| +5% | +$215K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $3.88M | Buy |
65,629
+5,888
| +10% | +$366K | ﹤0.01% | 1520 |
|
|
2021
Q1 | $3.66M | Buy |
59,741
+6,402
| +12% | +$368K | ﹤0.01% | 1432 |
|
|
2020
Q4 | $3.25M | Buy |
53,339
+11,107
| +26% | +$694K | ﹤0.01% | 1365 |
|
|
2020
Q3 | $2.59M | Buy |
42,232
+1,368
| +3% | +$83.8K | ﹤0.01% | 1315 |
|
|
2020
Q2 | $2.39M | Buy |
40,864
+5,173
| +14% | +$300K | ﹤0.01% | 1263 |
|
|
2020
Q1 | $2.1M | Sell |
35,691
-3,080
| -8% | -$197K | ﹤0.01% | 1164 |
|
|
2019
Q4 | $2.44M | Buy |
38,771
+4,790
| +14% | +$299K | ﹤0.01% | 1222 |
|
|
2019
Q3 | $2.17M | Buy |
33,981
+6,350
| +23% | +$386K | ﹤0.01% | 1206 |
|
|
2019
Q2 | $1.6M | Buy |
27,631
+1,946
| +8% | +$109K | ﹤0.01% | 1375 |
|
|
2019
Q1 | $1.43M | Buy |
25,685
+1,601
| +7% | +$84.4K | ﹤0.01% | 1408 |
|
|
2018
Q4 | $1.2M | Buy |
24,084
+604
| +3% | +$30.5K | ﹤0.01% | 1396 |
|
|
2018
Q3 | $1.15M | Sell |
23,480
-414
| -2% | -$20.2K | ﹤0.01% | 1574 |
|
|
2018
Q2 | $1.13M | Sell |
23,894
-3,389
| -12% | -$153K | ﹤0.01% | 1544 |
|
|
2018
Q1 | $1.24M | Buy |
27,283
+3,940
| +17% | +$173K | ﹤0.01% | 1448 |
|
|
2017
Q4 | $1.1M | Buy |
23,343
+2,277
| +11% | +$110K | ﹤0.01% | 1454 |
|
|
2017
Q3 | $976K | Sell |
21,066
-148
| -0.7% | -$6.99K | ﹤0.01% | 1444 |
|
|
2017
Q2 | $981K | Sell |
21,214
-294
| -1% | -$13.6K | ﹤0.01% | 1385 |
|
|
2017
Q1 | $964K | Sell |
21,508
-47
| -0.2% | -$2.04K | 0.01% | 1291 |
|
|
2016
Q4 | $895K | Sell |
21,555
-14,699
| -41% | -$601K | 0.01% | 1292 |
|
|
2016
Q3 | $1.47M | Sell |
36,254
-4,270
| -11% | -$186K | 0.01% | 935 |
|
|
2016
Q2 | $1.87M | Sell |
40,524
-26,101
| -39% | -$1.1M | 0.02% | 796 |
|
|
2016
Q1 | $2.78M | Sell |
66,625
-2,987
| -4% | -$117K | 0.01% | 998 |
|
|
2015
Q4 | $2.5M | Buy |
69,612
+32,799
| +89% | +$1.17M | 0.01% | 1036 |
|
|
2015
Q3 | $1.32M | Sell |
36,813
-629
| -2% | -$21.2K | 0.01% | 1065 |
|
|
2015
Q2 | $1.23M | Sell |
37,442
-18,350
| -33% | -$617K | 0.01% | 1209 |
|
|
2015
Q1 | $1.96M | Buy |
55,792
+18,820
| +51% | +$668K | 0.01% | 921 |
|
|
2014
Q4 | $1.28M | Sell |
36,972
-2,212
| -6% | -$72.3K | 0.01% | 1129 |
|
|
2014
Q3 | $1.17M | Sell |
39,184
-26,640
| -40% | -$795K | 0.01% | 1174 |
|
|
2014
Q2 | $2.05M | Buy |
65,824
+31,645
| +93% | +$942K | 0.01% | 863 |
|
|
2014
Q1 | $1M | Buy |
34,179
+2,194
| +7% | +$60.8K | 0.01% | 1265 |
|
|
2013
Q4 | $856K | Buy |
31,985
+698
| +2% | +$18.8K | 0.01% | 1339 |
|
|
2013
Q3 | $843K | Buy |
31,287
+1,063
| +4% | +$28.9K | 0.01% | 1300 |
|
|
2013
Q2 | $821K | Buy |
+30,224
| New | +$848K | 0.01% | 1244 |
|
Other funds holding CMS
LPL Financial's CMS Position: Q2 2026 in Review
LPL Financial increased its CMS Energy (CMS) stake by 10% in Q2 2026, buying an estimated $3.46M and bringing the position to 504,221 shares worth $38.6M. The position accounts for 0.01% of the portfolio, ranked #1156.
LPL Financial first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- LPL Financial held 504,221 shares of CMS Energy worth $38.6M as of Q2 2026.
- LPL Financial bought 46,218 CMS Energy shares in Q2 2026, an estimated $3.46M.
- CMS Energy made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1156 holding.
- LPL Financial first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.