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Prospera Financial Services’s CMS Energy CMS Stock Holding History

Prospera Financial Services’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 		$514K Buy
6,716
+113
+2% +$8.47K 0.01% 1030
2026
Q1 		$513K Buy
6,603
+185
+3% +$13.7K 0.01% 969
2025
Q4 		$449K Buy
6,418
+334
+5% +$24.3K 0.01% 964
2025
Q3 		$446K Sell
6,084
-1,941
-24% -$139K 0.01% 978
2025
Q2 		$556K Sell
8,025
-4,235
-35% -$302K 0.01% 868
2025
Q1 		$921K Sell
12,260
-212
-2% -$14.8K 0.02% 587
2024
Q4 		$831K Buy
12,472
+142
+1% +$9.77K 0.02% 595
2024
Q3 		$871K Sell
12,330
-1,843
-13% -$121K 0.02% 537
2024
Q2 		$844K Buy
14,173
+3,371
+31% +$204K 0.02% 549
2024
Q1 		$652K Sell
10,802
-3,687
-25% -$214K 0.02% 617
2023
Q4 		$841K Sell
14,489
-2,124
-13% -$119K 0.03% 513
2023
Q3 		$882K Buy
16,613
+4,373
+36% +$253K 0.03% 448
2023
Q2 		$719K Buy
12,240
+457
+4% +$27.6K 0.03% 507
2023
Q1 		$723K Buy
11,783
+196
+2% +$12K 0.03% 512
2022
Q4 		$734K Buy
11,587
+34
+0.3% +$2.01K 0.04% 436
2022
Q3 		$673K Buy
11,553
+1,606
+16% +$108K 0.04% 458
2022
Q2 		$671K Sell
9,947
-1,254
-11% -$86.6K 0.03% 450
2022
Q1 		$783K Buy
11,201
+2,218
+25% +$144K 0.03% 482
2021
Q4 		$585K Sell
8,983
-738
-8% -$45.3K 0.03% 527
2021
Q3 		$581K Buy
9,721
+86
+0.9% +$5.37K 0.03% 491
2021
Q2 		$569K Sell
9,635
-250
-3% -$15.5K 0.03% 498
2021
Q1 		$605K Sell
9,885
-800
-7% -$46K 0.04% 444
2020
Q4 		$652K Buy
10,685
+9,185
+612% +$574K 0.04% 369
2020
Q3 		$92K Sell
1,500
-7,972
-84% -$488K 0.04% 428
2020
Q2 		$553K Sell
9,472
-479
-5% -$27.7K 0.05% 332
2020
Q1 		$585K Buy
9,951
+108
+1% +$6.91K 0.06% 280
2019
Q4 		$619K Buy
9,843
+3,029
+44% +$189K 0.05% 338
2019
Q3 		$436K Buy
6,814
+200
+3% +$12.1K 0.04% 344
2019
Q2 		$387K Hold
6,614
– – 0.04% 341
2019
Q1 		$359K Buy
+6,614
New +$349K 0.12% 221

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

Prospera Financial Services's CMS Position: Q2 2026 in Review

Prospera Financial Services increased its CMS Energy (CMS) stake by 1.7% in Q2 2026, buying an estimated $8.47K and bringing the position to 6,716 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #1030.

Prospera Financial Services first reported a position in CMS in Q1 2019 and has held it in 30 quarters since. The position peaked at $921K in Q1 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Prospera Financial Services held 6,716 shares of CMS Energy worth $514K as of Q2 2026.
  • Prospera Financial Services bought 113 CMS Energy shares in Q2 2026, an estimated $8.47K.
  • CMS Energy made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1030 holding.
  • Prospera Financial Services first reported a position in CMS Energy in Q1 2019 and has held it in 30 quarters since.
  • Prospera Financial Services's CMS Energy position peaked at $921K in Q1 2025.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.