Nisa Investment Advisors
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Nisa Investment Advisors’s CMS Energy CMS Stock Holding History

Nisa Investment 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
Q1 		$12.7M Sell
164,240
-334
-0.2% -$24.8K 0.05% 225
2025
Q4 		$11.5M Buy
164,574
+2,223
+1% +$162K 0.04% 250
2025
Q3 		$11.9M Buy
162,351
+404
+0.2% +$29K 0.05% 240
2025
Q2 		$11.2M Sell
161,947
-753
-0.5% -$53.7K 0.05% 243
2025
Q1 		$12.2M Sell
162,700
-1,274
-0.8% -$89K 0.06% 235
2024
Q4 		$10.9M Sell
163,974
-348
-0.2% -$23.9K 0.04% 283
2024
Q3 		$11.6M Buy
164,322
+1,205
+0.7% +$79.1K 0.07% 261
2024
Q2 		$9.71M Sell
163,117
-1,624
-1% -$98.3K 0.06% 283
2024
Q1 		$9.94M Sell
164,741
-99
-0.1% -$5.74K 0.06% 269
2023
Q4 		$9.57M Sell
164,840
-2,323
-1% -$130K 0.07% 261
2023
Q3 		$8.88M Sell
167,163
-52,496
-24% -$3.04M 0.07% 276
2023
Q2 		$12.9M Sell
219,659
-8,574
-4% -$517K 0.09% 225
2023
Q1 		$14M Buy
228,233
+14,703
+7% +$904K 0.11% 209
2022
Q4 		$13.5M Sell
213,530
-21,413
-9% -$1.27M 0.11% 221
2022
Q3 		$13.7M Buy
234,943
+10,863
+5% +$731K 0.12% 190
2022
Q2 		$15.1M Buy
224,080
+2,660
+1% +$184K 0.13% 165
2022
Q1 		$15.5M Buy
221,420
+500
+0.2% +$32.4K 0.11% 184
2021
Q4 		$14.2M Sell
220,920
-25,778
-10% -$1.58M 0.11% 200
2021
Q3 		$14.7K Buy
246,698
+22,400
+10% +$1.4M 0.09% 206
2021
Q2 		$13.3K Sell
224,298
-74,300
-25% -$4.62M 0.08% 219
2021
Q1 		$18.3K Buy
298,598
+3,430
+1% +$197K 0.12% 168
2020
Q4 		$18M Sell
295,168
-2,140
-0.7% -$134K 0.12% 189
2020
Q3 		$18.3M Sell
297,308
-3,700
-1% -$227K 0.15% 154
2020
Q2 		$17.6M Sell
301,008
-3,660
-1% -$212K 0.16% 136
2020
Q1 		$17.9M Sell
304,668
-7,700
-2% -$493K 0.2% 122
2019
Q4 		$19.6M Sell
312,368
-31,340
-9% -$1.95M 0.17% 131
2019
Q3 		$22M Buy
343,708
+4,900
+1% +$297K 0.2% 113
2019
Q2 		$19.6M Buy
338,808
+1,000
+0.3% +$56.1K 0.19% 115
2019
Q1 		$18.8M Sell
337,808
-16,780
-5% -$885K 0.18% 123
2018
Q4 		$17.6M Buy
354,588
+2,118
+0.6% +$107K 0.2% 118
2018
Q3 		$17.3M Buy
352,470
+5,997
+2% +$292K 0.16% 143
2018
Q2 		$16.4M Buy
346,473
+27,684
+9% +$1.25M 0.17% 141
2018
Q1 		$14.2M Buy
318,789
+6,221
+2% +$273K 0.15% 154
2017
Q4 		$14.8M Sell
312,568
-13,215
-4% -$640K 0.15% 149
2017
Q3 		$15.1M Sell
325,783
-1,557
-0.5% -$73.5K 0.17% 140
2017
Q2 		$15.2M Buy
327,340
+7,877
+2% +$364K 0.18% 138
2017
Q1 		$14.3M Sell
319,463
-495
-0.2% -$21.4K 0.17% 142
2016
Q4 		$13.3M Sell
319,958
-36,600
-10% -$1.5M 0.16% 147
2016
Q3 		$15M Buy
356,558
+22,500
+7% +$982K 0.19% 118
2016
Q2 		$15.3M Buy
334,058
+68,775
+26% +$2.89M 0.21% 111
2016
Q1 		$11.3M Buy
265,283
+15,200
+6% +$595K 0.16% 144
2015
Q4 		$9.02M Sell
250,083
-4,300
-2% -$153K 0.13% 172
2015
Q3 		$8.92M Buy
254,383
+6,800
+3% +$229K 0.14% 171
2015
Q2 		$7.88M Sell
247,583
-8,200
-3% -$276K 0.11% 192
2015
Q1 		$8.93M Sell
255,783
-1,300
-0.5% -$46.2K 0.12% 179
2014
Q4 		$8.93M Sell
257,083
-4,400
-2% -$144K 0.12% 172
2014
Q3 		$7.76M Buy
261,483
+16,440
+7% +$491K 0.11% 187
2014
Q2 		$7.63M Buy
245,043
+2,600
+1% +$77.4K 0.11% 198
2014
Q1 		$7.1M Sell
242,443
-2,750
-1% -$76.2K 0.1% 197
2013
Q4 		$6.56M Sell
245,193
-17,400
-7% -$468K 0.09% 210
2013
Q3 		$6.91M Sell
262,593
-21,200
-7% -$576K 0.11% 191
2013
Q2 		$7.71M Buy
+283,793
New +$7.96M 0.12% 167

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nisa Investment Advisors's CMS Position: Q1 2026 in Review

Nisa Investment Advisors reduced its CMS Energy (CMS) stake by 0.2% in Q1 2026, selling an estimated $24.8K and leaving 164,240 shares worth $12.7M. The position accounts for 0.05% of the portfolio, ranked #225.

Nisa Investment Advisors first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $22M in Q3 2019. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Nisa Investment Advisors held 164,240 shares of CMS Energy worth $12.7M as of Q1 2026.
  • Nisa Investment Advisors sold 334 CMS Energy shares in Q1 2026, an estimated $24.8K.
  • CMS Energy made up 0.05% of Nisa Investment Advisors's portfolio in Q1 2026, its #225 holding.
  • Nisa Investment Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's CMS Energy position peaked at $22M in Q3 2019.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.