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Operose Advisors’s CMS Energy CMS Stock Holding History

Operose 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 		– Sell
-127
Closed -$9.85K – 545
2026
Q1 		$9.85K Buy
+127
New +$9.43K ﹤0.01% 411
2024
Q4 		– Sell
-44
Closed -$3.11K – 468
2024
Q3 		$3.11K Hold
44
– – ﹤0.01% 559
2024
Q2 		$2.62K Hold
44
– – ﹤0.01% 529
2024
Q1 		$2.65K Hold
44
– – ﹤0.01% 578
2023
Q4 		$2.56K Hold
44
– – ﹤0.01% 549
2023
Q3 		$2.34K Buy
+44
New +$2.55K ﹤0.01% 700

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 $3.37T AUM 44.26% 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

Operose Advisors's CMS Position: Q2 2026 in Review

Operose Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 127 shares — an estimated $9.85K sold.

Operose Advisors first reported a position in CMS in Q3 2023 and held it in 6 quarters. The position peaked at $9.85K in Q1 2026. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Operose Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • Operose Advisors sold 127 CMS Energy shares in Q2 2026, an estimated $9.85K.
  • Operose Advisors first reported a position in CMS Energy in Q3 2023 and held it in 6 quarters.
  • Operose Advisors's CMS Energy position peaked at $9.85K in Q1 2026.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.