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Sigma Planning Corp’s CMS Energy CMS Stock Holding History

Sigma Planning Corp’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 		$2.67M Buy
34,372
+951
+3% +$70.6K 0.07% 281
2025
Q4 		$2.34M Buy
33,421
+1,585
+5% +$115K 0.06% 298
2025
Q3 		$2.33M Buy
31,836
+221
+0.7% +$15.9K 0.07% 285
2025
Q2 		$2.19M Sell
31,615
-430
-1% -$30.6K 0.07% 283
2025
Q1 		$2.41M Buy
32,045
+142
+0.4% +$9.92K 0.08% 249
2024
Q4 		$2.13M Sell
31,903
-1,830
-5% -$126K 0.07% 267
2024
Q3 		$2.38M Sell
33,733
-7,370
-18% -$484K 0.07% 252
2024
Q2 		$2.45M Sell
41,103
-428
-1% -$25.9K 0.08% 243
2024
Q1 		$2.51M Sell
41,531
-4,783
-10% -$277K 0.08% 252
2023
Q4 		$2.69M Sell
46,314
-2,717
-6% -$152K 0.21% 91
2023
Q3 		$2.6M Sell
49,031
-837
-2% -$48.5K 0.1% 223
2023
Q2 		$2.93M Sell
49,868
-1,734
-3% -$105K 0.11% 207
2023
Q1 		$3.17M Sell
51,602
-439
-0.8% -$27K 0.11% 193
2022
Q4 		$3.3M Buy
52,041
+1,074
+2% +$63.5K 0.12% 183
2022
Q3 		$2.97M Sell
50,967
-4,624
-8% -$311K 0.11% 187
2022
Q2 		$3.75M Buy
55,591
+328
+0.6% +$22.6K 0.13% 167
2022
Q1 		$3.87M Sell
55,263
-2,836
-5% -$184K 0.12% 186
2021
Q4 		$3.78M Sell
58,099
-2,422
-4% -$149K 0.11% 200
2021
Q3 		$3.62M Sell
60,521
-4,814
-7% -$300K 0.11% 202
2021
Q2 		$3.86M Buy
65,335
+900
+1% +$56K 0.12% 201
2021
Q1 		$3.94M Buy
64,435
+1,114
+2% +$64K 0.13% 189
2020
Q4 		$3.86M Sell
63,321
-769
-1% -$48.1K 0.13% 169
2020
Q3 		$3.94M Sell
64,090
-4,796
-7% -$294K 0.16% 142
2020
Q2 		$4.02M Buy
68,886
+765
+1% +$44.3K 0.18% 125
2020
Q1 		$4M Sell
68,121
-840
-1% -$53.8K 0.24% 84
2019
Q4 		$4.33M Sell
68,961
-451
-0.6% -$28.1K 0.18% 122
2019
Q3 		$4.44M Buy
69,412
+55,913
+414% +$3.39M 0.21% 104
2019
Q2 		$782K Buy
13,499
+34
+0.3% +$1.91K 0.04% 409
2019
Q1 		$748K Buy
13,465
+197
+1% +$10.4K 0.04% 386
2018
Q4 		$659K Buy
13,268
+1,852
+16% +$93.6K 0.05% 356
2018
Q3 		$559K Buy
11,416
+553
+5% +$27K 0.03% 450
2018
Q2 		$514K Sell
10,863
-106
-1% -$4.79K 0.03% 446
2018
Q1 		$497K Buy
10,969
+59
+0.5% +$2.59K 0.04% 443
2017
Q4 		$516K Sell
10,910
-149
-1% -$7.22K 0.04% 433
2017
Q3 		$512K Sell
11,059
-99
-0.9% -$4.67K 0.04% 422
2017
Q2 		$516K Sell
11,158
-567
-5% -$26.2K 0.05% 399
2017
Q1 		$525K Buy
11,725
+579
+5% +$25.1K 0.05% 382
2016
Q4 		$464K Sell
11,146
-592
-5% -$24.2K 0.05% 370
2016
Q3 		$493K Buy
11,738
+844
+8% +$36.8K 0.06% 347
2016
Q2 		$500K Sell
10,894
-721
-6% -$30.3K 0.07% 326
2016
Q1 		$493K Buy
11,615
+121
+1% +$4.74K 0.07% 309
2015
Q4 		$415K Buy
11,494
+378
+3% +$13.5K 0.06% 370
2015
Q3 		$393K Sell
11,116
-758
-6% -$25.6K 0.06% 362
2015
Q2 		$378K Buy
11,874
+590
+5% +$19.8K 0.05% 423
2015
Q1 		$394K Sell
11,284
-810
-7% -$28.8K 0.05% 422
2014
Q4 		$420K Buy
+12,094
New +$395K 0.06% 377

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's CMS Position: Q1 2026 in Review

Sigma Planning Corp increased its CMS Energy (CMS) stake by 2.8% in Q1 2026, buying an estimated $70.6K and bringing the position to 34,372 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #281.

Sigma Planning Corp first reported a position in CMS in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.44M in Q3 2019. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Sigma Planning Corp held 34,372 shares of CMS Energy worth $2.67M as of Q1 2026.
  • Sigma Planning Corp bought 951 CMS Energy shares in Q1 2026, an estimated $70.6K.
  • CMS Energy made up 0.07% of Sigma Planning Corp's portfolio in Q1 2026, its #281 holding.
  • Sigma Planning Corp first reported a position in CMS Energy in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's CMS Energy position peaked at $4.44M in Q3 2019.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.