Sequoia Financial Advisors’s CMS Energy CMS Stock Holding History

Sequoia Financial Advisors’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	$1.97M	Buy	25,801 +10,648	+70%	+$798K	0.01%	642
2026 Q1	$1.18M	Buy	15,153 +1,212	+9%	+$90K	0.01%	828
2025 Q4	$975K	Buy	13,941 +1,960	+16%	+$143K	0.01%	899
2025 Q3	$878K	Buy	11,981 +1,000	+9%	+$71.8K	0.01%	842
2025 Q2	$761K	Buy	10,981 +566	+5%	+$40.3K	0.01%	809
2025 Q1	$782K	Buy	10,415 +8	+0.1%	+$559	0.01%	705
2024 Q4	$694K	Buy	10,407 +393	+4%	+$27K	0.01%	697
2024 Q3	$707K	Buy	10,014 +2,224	+29%	+$146K	0.01%	644
2024 Q2	$464K	Buy	7,790 +111	+1%	+$6.72K	0.01%	719
2024 Q1	$463K	Sell	7,679 -440	-5%	-$25.5K	0.01%	715
2023 Q4	$471K	Buy	8,119 +4,119	+103%	+$230K	0.01%	756
2023 Q3	$212K	Sell	4,000 -912	-19%	-$52.8K	﹤0.01%	840
2023 Q2	$289K	Buy	4,912 +201	+4%	+$12.1K	0.01%	716
2023 Q1	$289K	Buy	+4,711	New	+$290K	0.01%	643
2019 Q4	–	Sell	-3,685	Closed	-$236K	–	384
2019 Q3	$236K	Sell	3,685 -1,080	-23%	-$65.6K	0.02%	318
2019 Q2	$276K	Hold	4,765	–	–	0.02%	291
2019 Q1	$265K	Buy	+4,765	New	+$251K	0.02%	296

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's CMS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CMS Energy (CMS) stake by 70% in Q2 2026, buying an estimated $798K and bringing the position to 25,801 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #642.

Sequoia Financial Advisors first reported a position in CMS in Q1 2019 and has held it in 17 quarters since. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Sequoia Financial Advisors held 25,801 shares of CMS Energy worth $1.97M as of Q2 2026.
Sequoia Financial Advisors bought 10,648 CMS Energy shares in Q2 2026, an estimated $798K.
CMS Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #642 holding.
Sequoia Financial Advisors first reported a position in CMS Energy in Q1 2019 and has held it in 17 quarters since.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.