RIA Advisory Group’s CMS Energy CMS Stock Holding History

RIA Advisory Group’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 Q3	$1.08M	Buy	17,117 +435	+3%	+$30.5K	0.31%	56
2026 Q2	$1.28M	Buy	16,682 +1,281	+8%	+$96K	0.28%	58
2026 Q1	$1.19M	Buy	15,401 +1,479	+11%	+$110K	0.28%	57
2025 Q4	$974K	Buy	+13,922	New	+$1.01M	0.23%	68
2025 Q2	–	Sell	-9,542	Closed	-$717K	–	135
2025 Q1	$717K	Buy	+9,542	New	+$666K	0.23%	70
2023 Q1	–	Sell	-6,440	Closed	-$408K	–	125
2022 Q4	$408K	Buy	+6,440	New	+$381K	0.24%	65

Other funds holding CMS

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

RIA Advisory Group's CMS Position: Q3 2026 in Review

RIA Advisory Group increased its CMS Energy (CMS) stake by 2.6% in Q3 2026, buying an estimated $30.5K and bringing the position to 17,117 shares worth $1.08M. The position accounts for 0.31% of the portfolio, ranked #56.

RIA Advisory Group first reported a position in CMS in Q4 2022 and has held it in 6 quarters since. The position peaked at $1.28M in Q2 2026. 116 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

RIA Advisory Group held 17,117 shares of CMS Energy worth $1.08M as of Q3 2026.
RIA Advisory Group bought 435 CMS Energy shares in Q3 2026, an estimated $30.5K.
CMS Energy made up 0.31% of RIA Advisory Group's portfolio in Q3 2026, its #56 holding.
RIA Advisory Group first reported a position in CMS Energy in Q4 2022 and has held it in 6 quarters since.
RIA Advisory Group's CMS Energy position peaked at $1.28M in Q2 2026.
116 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.