Mirador Capital Partners’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 | $1.11M | Sell |
14,448
-243
| -2% | -$18.2K | 0.14% | 99 |
|
|
2026
Q1 | $1.14M | Buy |
14,691
+205
| +1% | +$15.2K | 0.16% | 85 |
|
|
2025
Q4 | $1.01M | Buy |
14,486
+48
| +0.3% | +$3.49K | 0.14% | 101 |
|
|
2025
Q3 | $1.06M | Sell |
14,438
-366
| -2% | -$26.3K | 0.15% | 101 |
|
|
2025
Q2 | $1.03M | Buy |
14,804
+600
| +4% | +$42.8K | 0.17% | 91 |
|
|
2025
Q1 | $1.07M | Buy |
14,204
+83
| +0.6% | +$5.8K | 0.19% | 92 |
|
|
2024
Q4 | $941K | Buy |
14,121
+516
| +4% | +$35.5K | 0.17% | 90 |
|
|
2024
Q3 | $961K | Buy |
13,605
+511
| +4% | +$33.5K | 0.17% | 87 |
|
|
2024
Q2 | $780K | Buy |
13,094
+653
| +5% | +$39.5K | 0.15% | 93 |
|
|
2024
Q1 | $751K | Buy |
12,441
+968
| +8% | +$56.1K | 0.14% | 104 |
|
|
2023
Q4 | $666K | Buy |
11,473
+596
| +5% | +$33.3K | 0.14% | 99 |
|
|
2023
Q3 | $578K | Buy |
10,877
+679
| +7% | +$39.3K | 0.13% | 112 |
|
|
2023
Q2 | $599K | Sell |
10,198
-155
| -1% | -$9.35K | 0.14% | 112 |
|
|
2023
Q1 | $635K | Buy |
10,353
+277
| +3% | +$17K | 0.15% | 98 |
|
|
2022
Q4 | $638K | Buy |
10,076
+376
| +4% | +$22.2K | 0.15% | 97 |
|
|
2022
Q3 | $565K | Sell |
9,700
-148
| -2% | -$9.96K | 0.14% | 102 |
|
|
2022
Q2 | $665K | Buy |
9,848
+934
| +10% | +$64.5K | 0.16% | 97 |
|
|
2022
Q1 | $623K | Buy |
8,914
+2,313
| +35% | +$150K | 0.13% | 122 |
|
|
2021
Q4 | $429K | Buy |
6,601
+200
| +3% | +$12.3K | 0.09% | 156 |
|
|
2021
Q3 | $382K | Buy |
6,401
+185
| +3% | +$11.5K | 0.09% | 163 |
|
|
2021
Q2 | $367K | Buy |
6,216
+576
| +10% | +$35.8K | 0.08% | 162 |
|
|
2021
Q1 | $345K | Sell |
5,640
-343
| -6% | -$19.7K | 0.09% | 140 |
|
|
2020
Q4 | $365K | Buy |
5,983
+75
| +1% | +$4.69K | 0.1% | 136 |
|
|
2020
Q3 | $363K | Sell |
5,908
-669
| -10% | -$41K | 0.11% | 122 |
|
|
2020
Q2 | $384K | Buy |
6,577
+2
| +0% | +$116 | 0.14% | 102 |
|
|
2020
Q1 | $359K | Sell |
6,575
-352
| -5% | -$22.5K | 0.15% | 101 |
|
|
2019
Q4 | $435K | Buy |
6,927
+79
| +1% | +$4.92K | 0.18% | 114 |
|
|
2019
Q3 | $438K | Buy |
6,848
+60
| +0.9% | +$3.64K | 0.2% | 110 |
|
|
2019
Q2 | $393K | Sell |
6,788
-74
| -1% | -$4.15K | 0.19% | 97 |
|
|
2019
Q1 | $381K | Sell |
6,862
-157
| -2% | -$8.28K | 0.21% | 90 |
|
|
2018
Q4 | $348K | Buy |
7,019
+132
| +2% | +$6.67K | 0.22% | 88 |
|
|
2018
Q3 | $337K | Buy |
6,887
+24
| +0.3% | +$1.17K | 0.16% | 109 |
|
|
2018
Q2 | $324K | Buy |
6,863
+1
| +0% | +$45 | 0.18% | 105 |
|
|
2018
Q1 | $324K | Buy |
6,862
+145
| +2% | +$6.36K | 0.23% | 91 |
|
|
2017
Q4 | $318K | Buy |
6,717
+237
| +4% | +$11.5K | 0.17% | 103 |
|
|
2017
Q3 | $301K | Buy |
6,480
+32
| +0.5% | +$1.51K | 0.18% | 104 |
|
|
2017
Q2 | $303K | Buy |
6,448
+485
| +8% | +$22.4K | 0.19% | 100 |
|
|
2017
Q1 | $267K | Buy |
5,963
+129
| +2% | +$5.59K | 0.19% | 108 |
|
|
2016
Q4 | $243K | Buy |
5,834
+154
| +3% | +$6.3K | 0.19% | 108 |
|
|
2016
Q3 | $239K | Sell |
5,680
-66
| -1% | -$2.88K | 0.21% | 92 |
|
|
2016
Q2 | $254K | Sell |
5,746
-667
| -10% | -$28K | 0.25% | 85 |
|
|
2016
Q1 | $272K | Buy |
+6,413
| New | +$251K | 0.3% | 71 |
|
Other funds holding CMS
Mirador Capital Partners's CMS Position: Q2 2026 in Review
Mirador Capital Partners reduced its CMS Energy (CMS) stake by 1.7% in Q2 2026, selling an estimated $18.2K and leaving 14,448 shares worth $1.11M. The position accounts for 0.14% of the portfolio, ranked #99.
Mirador Capital Partners first reported a position in CMS in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.14M in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Mirador Capital Partners held 14,448 shares of CMS Energy worth $1.11M as of Q2 2026.
- Mirador Capital Partners sold 243 CMS Energy shares in Q2 2026, an estimated $18.2K.
- CMS Energy made up 0.14% of Mirador Capital Partners's portfolio in Q2 2026, its #99 holding.
- Mirador Capital Partners first reported a position in CMS Energy in Q1 2016 and has held it in 42 quarters since.
- Mirador Capital Partners's CMS Energy position peaked at $1.14M in Q1 2026.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.