LVW Advisors’s CMS Energy CMS Stock Holding History

LVW 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	$248K	Sell	3,244 -2	-0.1%	-$150	0.02%	392
2026 Q1	$252K	Sell	3,246 -1,214	-27%	-$90.1K	0.02%	369
2025 Q4	$312K	Sell	4,460 -361	-7%	-$26.3K	0.03%	269
2025 Q3	$353K	Sell	4,821 -46	-0.9%	-$3.3K	0.04%	255
2025 Q2	$337K	Buy	4,867 +670	+16%	+$47.7K	0.04%	248
2025 Q1	$315K	Buy	4,197 +25	+0.6%	+$1.75K	0.04%	230
2024 Q4	$278K	Buy	4,172 +269	+7%	+$18.5K	0.03%	262
2024 Q3	$276K	Buy	+3,903	New	+$256K	0.04%	260
2024 Q2	–	Sell	-5,180	Closed	-$313K	–	298
2024 Q1	$313K	Buy	+5,180	New	+$300K	0.05%	224

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

LVW Advisors's CMS Position: Q2 2026 in Review

LVW Advisors reduced its CMS Energy (CMS) stake by 0.06% in Q2 2026, selling an estimated $150 and leaving 3,244 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #392.

LVW Advisors first reported a position in CMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $353K in Q3 2025. 280 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

LVW Advisors held 3,244 shares of CMS Energy worth $248K as of Q2 2026.
LVW Advisors sold 2 CMS Energy shares in Q2 2026, an estimated $150.
CMS Energy made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #392 holding.
LVW Advisors first reported a position in CMS Energy in Q1 2024 and has held it in 9 quarters since.
LVW Advisors's CMS Energy position peaked at $353K in Q3 2025.
280 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.