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Spartan Wealth Advisory Services LLC’s CMS Energy CMS Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$231K Sell
3,024
-13
-0.4% -$974 0.02% 292
2026
Q1 		$236K Buy
+3,037
New +$225K 0.02% 281

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CMS Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its CMS Energy (CMS) stake by 0.43% in Q2 2026, selling an estimated $974 and leaving 3,024 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #292.

Spartan Wealth Advisory Services LLC first reported a position in CMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 772 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 3,024 shares of CMS Energy worth $231K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 13 CMS Energy shares in Q2 2026, an estimated $974.
  • CMS Energy made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #292 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in CMS Energy in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's CMS Energy position peaked at $236K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.