SFS
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Sowell Financial Services’s CMS Energy CMS Stock Holding History

Sowell Financial Services’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 		$322K Sell
4,215
-627
-13% -$47K 0.01% 844
2026
Q1 		$376K Sell
4,842
-135
-3% -$10K 0.01% 745
2025
Q4 		$348K Buy
4,977
+110
+2% +$8K 0.01% 764
2025
Q3 		$357K Buy
4,867
+99
+2% +$7.11K 0.01% 758
2025
Q2 		$330K Buy
4,768
+90
+2% +$6.41K 0.01% 746
2025
Q1 		$351K Buy
+4,678
New +$327K 0.02% 699
2021
Q2 		– Sell
-5,022
Closed -$324K – 932
2021
Q1 		$324K Sell
5,022
-258
-5% -$14.8K 0.01% 813
2020
Q4 		$322K Sell
5,280
-543
-9% -$33.9K 0.01% 668
2020
Q3 		$358K Sell
5,823
-2,539
-30% -$155K 0.02% 559
2020
Q2 		$489K Buy
8,362
+3,243
+63% +$188K 0.03% 462
2020
Q1 		$301K Sell
5,119
-65
-1% -$4.16K 0.02% 539
2019
Q4 		$326K Sell
5,184
-614
-11% -$38.3K 0.02% 572
2019
Q3 		$371K Buy
+5,798
New +$352K 0.03% 481
2019
Q1 		$327K Sell
5,892
-273
-4% -$14.4K 0.04% 434
2018
Q4 		$306K Sell
6,165
-44
-0.7% -$2.22K 0.04% 385
2018
Q3 		$304K Sell
6,209
-136
-2% -$6.63K 0.04% 268
2018
Q2 		$309K Buy
6,345
+281
+5% +$12.7K 0.07% 220
2018
Q1 		$284K Sell
6,064
-1,230
-17% -$54K 0.07% 220
2017
Q4 		$322K Buy
7,294
+445
+6% +$21.6K 0.08% 204
2017
Q3 		$329K Sell
6,849
-826
-11% -$39K 0.09% 186
2017
Q2 		$364K Sell
7,675
-20,043
-72% -$927K 0.1% 166
2017
Q1 		$1.3M Sell
27,718
-1,808
-6% -$78.3K 0.38% 66
2016
Q4 		$1.26M Buy
+29,526
New +$1.21M 0.42% 63

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowell Financial Services's CMS Position: Q2 2026 in Review

Sowell Financial Services reduced its CMS Energy (CMS) stake by 13% in Q2 2026, selling an estimated $47K and leaving 4,215 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #844.

Sowell Financial Services first reported a position in CMS in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.3M in Q1 2017. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Sowell Financial Services held 4,215 shares of CMS Energy worth $322K as of Q2 2026.
  • Sowell Financial Services sold 627 CMS Energy shares in Q2 2026, an estimated $47K.
  • CMS Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #844 holding.
  • Sowell Financial Services first reported a position in CMS Energy in Q4 2016 and has held it in 23 quarters since.
  • Sowell Financial Services's CMS Energy position peaked at $1.3M in Q1 2017.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.