RIA Advisory Group’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
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

RIA Advisory Group's CMS Position: Q2 2026 in Review

RIA Advisory Group increased its CMS Energy (CMS) stake by 8.3% in Q2 2026, buying an estimated $96K and bringing the position to 16,682 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #58.

RIA Advisory Group first reported a position in CMS in Q4 2022 and has held it in 5 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • RIA Advisory Group held 16,682 shares of CMS Energy worth $1.28M as of Q2 2026.
  • RIA Advisory Group bought 1,281 CMS Energy shares in Q2 2026, an estimated $96K.
  • CMS Energy made up 0.28% of RIA Advisory Group's portfolio in Q2 2026, its #58 holding.
  • RIA Advisory Group first reported a position in CMS Energy in Q4 2022 and has held it in 5 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.