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SageView Advisory Group’s CMS Energy CMS Stock Holding History

SageView 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 		– Sell
-1,925
Closed -$135K – 955
2025
Q4 		$135K Sell
1,925
-1,735
-47% -$126K ﹤0.01% 725
2025
Q3 		$268K Sell
3,660
-137
-4% -$9.84K 0.01% 549
2025
Q2 		$271K Buy
3,797
+31
+0.8% +$2.21K 0.01% 525
2025
Q1 		$283K Buy
3,766
+4
+0.1% +$279 0.01% 485
2024
Q4 		$251K Buy
3,762
+249
+7% +$17.1K 0.01% 504
2024
Q3 		$248K Sell
3,513
-71
-2% -$4.66K 0.01% 445
2024
Q2 		$213K Buy
3,584
+234
+7% +$14.2K 0.01% 524
2024
Q1 		$202K Sell
3,350
-221
-6% -$12.8K 0.01% 509
2023
Q4 		$205K Buy
+3,571
New +$199K 0.01% 610

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SageView Advisory Group sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 1,925 shares — an estimated $135K sold.

SageView Advisory Group first reported a position in CMS in Q4 2023 and held it in 9 quarters. The position peaked at $283K in Q1 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • SageView Advisory Group reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,925 CMS Energy shares in Q1 2026, an estimated $135K.
  • SageView Advisory Group first reported a position in CMS Energy in Q4 2023 and held it in 9 quarters.
  • SageView Advisory Group's CMS Energy position peaked at $283K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.