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United Capital Financial Advisors’s CMS Energy CMS Stock Holding History

United Capital 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 		$884K Buy
11,555
+90
+0.8% +$6.75K ﹤0.01% 849
2026
Q1 		$889K Buy
11,465
+2,362
+26% +$175K 0.01% 806
2025
Q4 		$637K Sell
9,103
-574
-6% -$41.7K ﹤0.01% 885
2025
Q3 		$709K Buy
9,677
+392
+4% +$28.2K 0.01% 753
2025
Q2 		$643K Sell
9,285
-309
-3% -$22K 0.01% 723
2025
Q1 		$721K Buy
9,594
+199
+2% +$13.9K 0.01% 644
2024
Q4 		$626K Buy
9,395
+385
+4% +$26.5K 0.01% 679
2024
Q3 		$636K Buy
9,010
+498
+6% +$32.7K 0.01% 664
2024
Q2 		$507K Buy
8,512
+662
+8% +$40.1K ﹤0.01% 710
2024
Q1 		$474K Buy
7,850
+436
+6% +$25.3K ﹤0.01% 749
2023
Q4 		$431K Buy
+7,414
New +$414K ﹤0.01% 762
2023
Q1 		– Sell
-4,303
Closed -$273K – 982
2022
Q4 		$273K Buy
4,303
+706
+20% +$41.7K ﹤0.01% 906
2022
Q3 		$209K Sell
3,597
-138
-4% -$9.28K ﹤0.01% 1011
2022
Q2 		$252K Buy
3,735
+223
+6% +$15.4K ﹤0.01% 989
2022
Q1 		$246K Sell
3,512
-145
-4% -$9.4K ﹤0.01% 1057
2021
Q4 		$238K Sell
3,657
-436
-11% -$26.8K ﹤0.01% 1096
2021
Q3 		$244K Buy
4,093
+1
+0% +$62 ﹤0.01% 1084
2021
Q2 		$242K Sell
4,092
-93
-2% -$5.78K ﹤0.01% 1089
2021
Q1 		$256K Sell
4,185
-1,104
-21% -$63.4K ﹤0.01% 1031
2020
Q4 		$323K Buy
5,289
+66
+1% +$4.13K ﹤0.01% 970
2020
Q3 		$321K Sell
5,223
-55
-1% -$3.37K ﹤0.01% 939
2020
Q2 		$308K Buy
5,278
+204
+4% +$11.8K ﹤0.01% 993
2020
Q1 		$298K Sell
5,074
-2,315
-31% -$148K ﹤0.01% 973
2019
Q4 		$464K Buy
7,389
+2,013
+37% +$125K ﹤0.01% 1017
2019
Q3 		$344K Sell
5,376
-3,352
-38% -$204K ﹤0.01% 1043
2019
Q2 		$505K Buy
8,728
+1,637
+23% +$91.9K ﹤0.01% 1047
2019
Q1 		$394K Buy
7,091
+686
+11% +$36.2K ﹤0.01% 1049
2018
Q4 		$318K Buy
6,405
+97
+2% +$4.9K ﹤0.01% 1043
2018
Q3 		$309K Buy
6,308
+40
+0.6% +$1.95K ﹤0.01% 1098
2018
Q2 		$296K Sell
6,268
-1,245
-17% -$56.2K ﹤0.01% 1082
2018
Q1 		$340K Buy
+7,513
New +$330K ﹤0.01% 1052
2016
Q4 		– Sell
-6,809
Closed -$286K – 1261
2016
Q3 		$286K Sell
6,809
-1,251
-16% -$54.6K ﹤0.01% 1090
2016
Q2 		$371K Sell
8,060
-362
-4% -$15.2K ﹤0.01% 984
2016
Q1 		$357K Sell
8,422
-53
-0.6% -$2.08K ﹤0.01% 955
2015
Q4 		$306K Sell
8,475
-1,321
-13% -$47.1K ﹤0.01% 1011
2015
Q3 		$346K Sell
9,796
-877
-8% -$29.6K ﹤0.01% 1016
2015
Q2 		$340K Buy
10,673
+838
+9% +$28.2K ﹤0.01% 1045
2015
Q1 		$334K Sell
9,835
-411
-4% -$14.6K ﹤0.01% 1037
2014
Q4 		$356K Buy
10,246
+2,104
+26% +$68.7K 0.01% 918
2014
Q3 		$241K Buy
+8,142
New +$243K ﹤0.01% 985
2014
Q2 		– Sell
-8,222
Closed -$241K – 814
2014
Q1 		$241K Sell
8,222
-185
-2% -$5.13K 0.01% 835
2013
Q4 		$225K Sell
8,407
-118
-1% -$3.18K 0.01% 579
2013
Q3 		$224K Sell
8,525
-1,843
-18% -$50.1K 0.01% 612
2013
Q2 		$282K Buy
+10,368
New +$291K 0.01% 610

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

United Capital Financial Advisors's CMS Position: Q2 2026 in Review

United Capital Financial Advisors increased its CMS Energy (CMS) stake by 0.78% in Q2 2026, buying an estimated $6.75K and bringing the position to 11,555 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

United Capital Financial Advisors first reported a position in CMS in Q2 2013 and has held it in 44 quarters since. The position peaked at $889K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • United Capital Financial Advisors held 11,555 shares of CMS Energy worth $884K as of Q2 2026.
  • United Capital Financial Advisors bought 90 CMS Energy shares in Q2 2026, an estimated $6.75K.
  • CMS Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #849 holding.
  • United Capital Financial Advisors first reported a position in CMS Energy in Q2 2013 and has held it in 44 quarters since.
  • United Capital Financial Advisors's CMS Energy position peaked at $889K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.