Parallel Advisors’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 | $318K | Buy |
4,101
+424
| +12% | +$31.5K | 0.01% | 919 |
|
|
2025
Q4 | $257K | Buy |
3,677
+70
| +2% | +$5.09K | ﹤0.01% | 969 |
|
|
2025
Q3 | $264K | Buy |
3,607
+36
| +1% | +$2.59K | ﹤0.01% | 926 |
|
|
2025
Q2 | $247K | Buy |
3,571
+19
| +0.5% | +$1.35K | ﹤0.01% | 920 |
|
|
2025
Q1 | $267K | Buy |
3,552
+597
| +20% | +$41.7K | 0.01% | 828 |
|
|
2024
Q4 | $197K | Buy |
2,955
+865
| +41% | +$59.5K | ﹤0.01% | 938 |
|
|
2024
Q3 | $148K | Buy |
2,090
+524
| +33% | +$34.4K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $93.2K | Buy |
1,566
+54
| +4% | +$3.27K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $91.2K | Buy |
1,512
+54
| +4% | +$3.13K | ﹤0.01% | 1212 |
|
|
2023
Q4 | $84.7K | Buy |
1,458
+241
| +20% | +$13.5K | ﹤0.01% | 1181 |
|
|
2023
Q3 | $64.7K | Sell |
1,217
-316
| -21% | -$18.3K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $90.1K | Buy |
1,533
+213
| +16% | +$12.8K | ﹤0.01% | 1124 |
|
|
2023
Q1 | $81.1K | Buy |
1,320
+119
| +10% | +$7.32K | ﹤0.01% | 1151 |
|
|
2022
Q4 | $76.1K | Sell |
1,201
-525
| -30% | -$31K | ﹤0.01% | 1102 |
|
|
2022
Q3 | $100K | Sell |
1,726
-147
| -8% | -$9.89K | ﹤0.01% | 968 |
|
|
2022
Q2 | $126K | Sell |
1,873
-427
| -19% | -$29.5K | 0.01% | 875 |
|
|
2022
Q1 | $161K | Buy |
2,300
+361
| +19% | +$23.4K | 0.01% | 805 |
|
|
2021
Q4 | $126K | Buy |
1,939
+921
| +90% | +$56.5K | ﹤0.01% | 920 |
|
|
2021
Q3 | $61K | Buy |
1,018
+236
| +30% | +$14.7K | ﹤0.01% | 1195 |
|
|
2021
Q2 | $46K | Buy |
782
+64
| +9% | +$3.98K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $44K | Sell |
718
-7
| -1% | -$402 | ﹤0.01% | 1236 |
|
|
2020
Q4 | $44K | Sell |
725
-43
| -6% | -$2.69K | ﹤0.01% | 1150 |
|
|
2020
Q3 | $47K | Buy |
768
+67
| +10% | +$4.1K | ﹤0.01% | 1084 |
|
|
2020
Q2 | $40K | Sell |
701
-195
| -22% | -$11.3K | ﹤0.01% | 1127 |
|
|
2020
Q1 | $52K | Buy |
896
+115
| +15% | +$7.36K | ﹤0.01% | 926 |
|
|
2019
Q4 | $49K | Buy |
781
+22
| +3% | +$1.37K | ﹤0.01% | 1041 |
|
|
2019
Q3 | $49K | Buy |
759
+185
| +32% | +$11.2K | ﹤0.01% | 992 |
|
|
2019
Q2 | $33K | Hold |
574
| – | – | ﹤0.01% | 1055 |
|
|
2019
Q1 | $32K | Buy |
574
+76
| +15% | +$4.01K | ﹤0.01% | 1030 |
|
|
2018
Q4 | $24K | Buy |
498
+76
| +18% | +$3.84K | ﹤0.01% | 986 |
|
|
2018
Q3 | $21K | Buy |
422
+1
| +0.2% | +$49 | ﹤0.01% | 1123 |
|
|
2018
Q2 | $19K | Buy |
421
+58
| +16% | +$2.62K | ﹤0.01% | 1068 |
|
|
2018
Q1 | $16K | Sell |
363
-67
| -16% | -$2.94K | ﹤0.01% | 1084 |
|
|
2017
Q4 | $20K | Sell |
430
-2
| -0.5% | -$97 | ﹤0.01% | 1014 |
|
|
2017
Q3 | $21K | Sell |
432
-4
| -0.9% | -$189 | ﹤0.01% | 980 |
|
|
2017
Q2 | $20K | Buy |
436
+93
| +27% | +$4.3K | ﹤0.01% | 1007 |
|
|
2017
Q1 | $15K | Buy |
343
+196
| +133% | +$8.49K | ﹤0.01% | 1058 |
|
|
2016
Q4 | $6K | Buy |
+147
| New | +$6.01K | ﹤0.01% | 1293 |
|
Other funds holding CMS
VCM
VPM
Parallel Advisors's CMS Position: Q1 2026 in Review
Parallel Advisors increased its CMS Energy (CMS) stake by 12% in Q1 2026, buying an estimated $31.5K and bringing the position to 4,101 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #919.
Parallel Advisors first reported a position in CMS in Q4 2016 and has held it in 38 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.
- Parallel Advisors held 4,101 shares of CMS Energy worth $318K as of Q1 2026.
- Parallel Advisors bought 424 CMS Energy shares in Q1 2026, an estimated $31.5K.
- CMS Energy made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #919 holding.
- Parallel Advisors first reported a position in CMS Energy in Q4 2016 and has held it in 38 quarters since.
- 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.