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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RIA Advisory Group's CMS Position: Q1 2026 in Review

RIA Advisory Group increased its CMS Energy (CMS) stake by 11% in Q1 2026, buying an estimated $110K and bringing the position to 15,401 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #57.

RIA Advisory Group first reported a position in CMS in Q4 2022 and has held it in 4 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

RIA Advisory Group held 15,401 shares of CMS Energy worth $1.19M as of Q1 2026.
RIA Advisory Group bought 1,479 CMS Energy shares in Q1 2026, an estimated $110K.
CMS Energy made up 0.28% of RIA Advisory Group's portfolio in Q1 2026, its #57 holding.
RIA Advisory Group first reported a position in CMS Energy in Q4 2022 and has held it in 4 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.