Meeder Advisory Services’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
Q1
$1.08M Buy
13,888
+1,982
+17% +$147K 0.05% 262
2025
Q4
$833K Sell
11,906
-2,386
-17% -$174K 0.04% 302
2025
Q3
$1.05M Buy
14,292
+1,442
+11% +$104K 0.05% 263
2025
Q2
$890K Sell
12,850
-591
-4% -$42.1K 0.05% 278
2025
Q1
$1.01M Buy
13,441
+2,396
+22% +$167K 0.06% 239
2024
Q4
$736K Sell
11,045
-880
-7% -$60.5K 0.05% 278
2024
Q3
$842K Buy
11,925
+1,147
+11% +$75.3K 0.05% 263
2024
Q2
$642K Buy
10,778
+1,937
+22% +$117K 0.05% 283
2024
Q1
$533K Buy
8,841
+139
+2% +$8.06K 0.05% 269
2023
Q4
$505K Sell
8,702
-717
-8% -$40K 0.06% 268
2023
Q3
$500K Buy
9,419
+3,604
+62% +$209K 0.06% 255
2023
Q2
$342K Buy
5,815
+58
+1% +$3.5K 0.04% 338
2023
Q1
$353K Sell
5,757
-1,112
-16% -$68.4K 0.04% 335
2022
Q4
$435K Buy
+6,869
New +$406K 0.06% 285

Other funds holding CMS

Meeder Advisory Services's CMS Position: Q1 2026 in Review

Meeder Advisory Services increased its CMS Energy (CMS) stake by 17% in Q1 2026, buying an estimated $147K and bringing the position to 13,888 shares worth $1.08M. The position accounts for 0.05% of the portfolio, ranked #262.

Meeder Advisory Services first reported a position in CMS in Q4 2022 and has held it in 14 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Meeder Advisory Services held 13,888 shares of CMS Energy worth $1.08M as of Q1 2026.
  • Meeder Advisory Services bought 1,982 CMS Energy shares in Q1 2026, an estimated $147K.
  • CMS Energy made up 0.05% of Meeder Advisory Services's portfolio in Q1 2026, its #262 holding.
  • Meeder Advisory Services first reported a position in CMS Energy in Q4 2022 and has held it in 14 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.