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

OneDigital 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
Q2 		$226K Buy
2,951
+154
+6% +$11.5K ﹤0.01% 1447
2026
Q1 		$217K Sell
2,797
-522
-16% -$38.7K ﹤0.01% 1364
2025
Q4 		$232K Sell
3,319
-49
-1% -$3.56K ﹤0.01% 1362
2025
Q3 		$247K Sell
3,368
-437
-11% -$31.4K ﹤0.01% 1308
2025
Q2 		$264K Sell
3,805
-147
-4% -$10.5K ﹤0.01% 1234
2025
Q1 		$297K Buy
3,952
+738
+23% +$51.5K ﹤0.01% 1110
2024
Q4 		$214K Sell
3,214
-411
-11% -$28.3K ﹤0.01% 1298
2024
Q3 		$256K Buy
3,625
+187
+5% +$12.3K ﹤0.01% 1238
2024
Q2 		$205K Buy
+3,438
New +$208K ﹤0.01% 1292
2019
Q3 		– Sell
-457
Closed -$26K – 664
2019
Q2 		$26K Hold
457
– – ﹤0.01% 731
2019
Q1 		$25K Sell
457
-600
-57% -$31.6K ﹤0.01% 667
2018
Q4 		$52K Buy
1,057
+600
+131% +$30.3K 0.01% 450
2018
Q3 		$22K Hold
457
– – 0.01% 633
2018
Q2 		$22K Buy
457
+54
+13% +$2.44K ﹤0.01% 773
2018
Q1 		$18K Buy
+403
New +$17.7K ﹤0.01% 849

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneDigital Investment Advisors's CMS Position: Q2 2026 in Review

OneDigital Investment Advisors increased its CMS Energy (CMS) stake by 5.5% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,951 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

OneDigital Investment Advisors first reported a position in CMS in Q1 2018 and has held it in 15 quarters since. The position peaked at $297K in Q1 2025. 822 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • OneDigital Investment Advisors held 2,951 shares of CMS Energy worth $226K as of Q2 2026.
  • OneDigital Investment Advisors bought 154 CMS Energy shares in Q2 2026, an estimated $11.5K.
  • CMS Energy made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1447 holding.
  • OneDigital Investment Advisors first reported a position in CMS Energy in Q1 2018 and has held it in 15 quarters since.
  • OneDigital Investment Advisors's CMS Energy position peaked at $297K in Q1 2025.
  • 822 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.