LVW Advisors
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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
Q3 		– Sell
-3,244
Closed -$248K – 474
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

LVW Advisors's CMS Position: Q3 2026 in Review

LVW Advisors sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 3,244 shares — an estimated $248K sold.

LVW Advisors first reported a position in CMS in Q1 2024 and held it in 9 quarters. The position peaked at $353K in Q3 2025. 401 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • LVW Advisors reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 3,244 CMS Energy shares in Q3 2026, an estimated $248K.
  • LVW Advisors first reported a position in CMS Energy in Q1 2024 and held it in 9 quarters.
  • LVW Advisors's CMS Energy position peaked at $353K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.