Steward Partners Investment Advisory’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.16M | Sell |
28,289
-1,287
| -4% | -$96.5K | 0.01% | 879 |
|
|
2026
Q1 | $2.29M | Buy |
29,576
+1,087
| +4% | +$80.7K | 0.01% | 803 |
|
|
2025
Q4 | $1.99M | Buy |
28,489
+12
| +0% | +$873 | 0.01% | 784 |
|
|
2025
Q3 | $2.09M | Buy |
28,477
+135
| +0.5% | +$9.7K | 0.01% | 763 |
|
|
2025
Q2 | $1.96M | Sell |
28,342
-1,381
| -5% | -$98.4K | 0.02% | 730 |
|
|
2025
Q1 | $2.23M | Sell |
29,723
-651
| -2% | -$45.5K | 0.02% | 632 |
|
|
2024
Q4 | $2.02M | Buy |
30,374
+3,723
| +14% | +$256K | 0.02% | 632 |
|
|
2024
Q3 | $1.88M | Buy |
26,651
+1,082
| +4% | +$71K | 0.02% | 648 |
|
|
2024
Q2 | $1.52M | Buy |
25,569
+1,604
| +7% | +$97.1K | 0.02% | 669 |
|
|
2024
Q1 | $1.45M | Sell |
23,965
-22
| -0.1% | -$1.27K | 0.02% | 679 |
|
|
2023
Q4 | $1.39M | Buy |
23,987
+995
| +4% | +$55.6K | 0.02% | 614 |
|
|
2023
Q3 | $1.22M | Buy |
22,992
+680
| +3% | +$39.4K | 0.02% | 609 |
|
|
2023
Q2 | $1.31M | Buy |
22,312
+2,943
| +15% | +$178K | 0.02% | 611 |
|
|
2023
Q1 | $1.19M | Buy |
19,369
+331
| +2% | +$20.3K | 0.02% | 640 |
|
|
2022
Q4 | $1.21M | Buy |
19,038
+119
| +0.6% | +$7.04K | 0.02% | 602 |
|
|
2022
Q3 | $1.1M | Buy |
18,919
+402
| +2% | +$27K | 0.02% | 595 |
|
|
2022
Q2 | $1.25M | Sell |
18,517
-200
| -1% | -$13.8K | 0.02% | 568 |
|
|
2022
Q1 | $1.31M | Buy |
18,717
+558
| +3% | +$36.2K | 0.02% | 605 |
|
|
2021
Q4 | $1.18M | Buy |
18,159
+670
| +4% | +$41.1K | 0.02% | 639 |
|
|
2021
Q3 | $1.04M | Buy |
17,489
+1,154
| +7% | +$72K | 0.02% | 646 |
|
|
2021
Q2 | $965K | Sell |
16,335
-8,179
| -33% | -$509K | 0.02% | 681 |
|
|
2021
Q1 | $1.5M | Buy |
24,514
+6,995
| +40% | +$402K | 0.03% | 513 |
|
|
2020
Q4 | $1.07M | Buy |
17,519
+3,162
| +22% | +$198K | 0.02% | 541 |
|
|
2020
Q3 | $882K | Buy |
14,357
+192
| +1% | +$11.8K | 0.02% | 519 |
|
|
2020
Q2 | $828K | Buy |
14,165
+745
| +6% | +$43.1K | 0.02% | 500 |
|
|
2020
Q1 | $788K | Buy |
13,420
+1,083
| +9% | +$69.3K | 0.03% | 444 |
|
|
2019
Q4 | $775K | Buy |
12,337
+277
| +2% | +$17.3K | 0.02% | 520 |
|
|
2019
Q3 | $771K | Buy |
12,060
+190
| +2% | +$11.5K | 0.03% | 472 |
|
|
2019
Q2 | $687K | Sell |
11,870
-80
| -0.7% | -$4.49K | 0.03% | 475 |
|
|
2019
Q1 | $663K | Buy |
11,950
+377
| +3% | +$19.9K | 0.03% | 444 |
|
|
2018
Q4 | $574K | Buy |
11,573
+10,629
| +1,126% | +$537K | 0.03% | 456 |
|
|
2018
Q3 | $46K | Buy |
944
+859
| +1,011% | +$41.9K | ﹤0.01% | 1227 |
|
|
2018
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 2051 |
|
|
2018
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 1905 |
|
|
2017
Q4 | $4K | Hold |
85
| – | – | ﹤0.01% | 1555 |
|
|
2017
Q3 | $3K | Hold |
85
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q2 | $3K | Sell |
85
-153
| -64% | -$7.07K | ﹤0.01% | 1323 |
|
|
2017
Q1 | $10K | Buy |
238
+153
| +180% | +$6.63K | ﹤0.01% | 933 |
|
|
2016
Q4 | $3K | Buy |
+85
| New | +$3.48K | ﹤0.01% | 709 |
|
Other funds holding CMS
Steward Partners Investment Advisory's CMS Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its CMS Energy (CMS) stake by 4.4% in Q2 2026, selling an estimated $96.5K and leaving 28,289 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #879.
Steward Partners Investment Advisory first reported a position in CMS in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.29M in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Steward Partners Investment Advisory held 28,289 shares of CMS Energy worth $2.16M as of Q2 2026.
- Steward Partners Investment Advisory sold 1,287 CMS Energy shares in Q2 2026, an estimated $96.5K.
- CMS Energy made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #879 holding.
- Steward Partners Investment Advisory first reported a position in CMS Energy in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's CMS Energy position peaked at $2.29M in Q1 2026.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.