Wealthfront Advisers’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 | $13.6M | Sell |
178,048
-14,747
| -8% | -$1.11M | 0.03% | 217 |
|
|
2026
Q1 | $15M | Buy |
192,795
+19,397
| +11% | +$1.44M | 0.03% | 190 |
|
|
2025
Q4 | $12.1M | Buy |
173,398
+5,187
| +3% | +$377K | 0.03% | 214 |
|
|
2025
Q3 | $12.3M | Sell |
168,211
-3,415
| -2% | -$245K | 0.03% | 202 |
|
|
2025
Q2 | $11.9M | Sell |
171,626
-404
| -0.2% | -$28.8K | 0.03% | 194 |
|
|
2025
Q1 | $12.9M | Buy |
172,030
+21,011
| +14% | +$1.47M | 0.03% | 162 |
|
|
2024
Q4 | $10.1M | Buy |
151,019
+72,754
| +93% | +$5.01M | 0.03% | 184 |
|
|
2024
Q3 | $5.53M | Buy |
78,265
+6,048
| +8% | +$397K | 0.02% | 281 |
|
|
2024
Q2 | $4.3M | Buy |
72,217
+36,942
| +105% | +$2.24M | 0.01% | 309 |
|
|
2024
Q1 | $2.13M | Sell |
35,275
-143
| -0.4% | -$8.29K | 0.01% | 472 |
|
|
2023
Q4 | $2.06M | Buy |
35,418
+4,874
| +16% | +$272K | 0.01% | 456 |
|
|
2023
Q3 | $1.62M | Sell |
30,544
-8,941
| -23% | -$518K | 0.01% | 465 |
|
|
2023
Q2 | $2.32M | Sell |
39,485
-15,118
| -28% | -$912K | 0.01% | 391 |
|
|
2023
Q1 | $3.35M | Sell |
54,603
-8,765
| -14% | -$539K | 0.02% | 282 |
|
|
2022
Q4 | $4.01M | Sell |
63,368
-3,508
| -5% | -$207K | 0.02% | 242 |
|
|
2022
Q3 | $3.9M | Sell |
66,876
-6,944
| -9% | -$467K | 0.02% | 224 |
|
|
2022
Q2 | $4.98M | Sell |
73,820
-5,902
| -7% | -$408K | 0.03% | 187 |
|
|
2022
Q1 | $5.58M | Buy |
79,722
+5,465
| +7% | +$354K | 0.02% | 190 |
|
|
2021
Q4 | $4.83M | Buy |
74,257
+7,922
| +12% | +$486K | 0.02% | 200 |
|
|
2021
Q3 | $3.96M | Buy |
66,335
+15,671
| +31% | +$978K | 0.02% | 197 |
|
|
2021
Q2 | $2.99M | Buy |
50,664
+17,190
| +51% | +$1.07M | 0.01% | 219 |
|
|
2021
Q1 | $2.05M | Buy |
33,474
+15
| +0% | +$862 | 0.01% | 261 |
|
|
2020
Q4 | $2.04M | Sell |
33,459
-634
| -2% | -$39.6K | 0.01% | 228 |
|
|
2020
Q3 | $2.09M | Sell |
34,093
-365
| -1% | -$22.3K | 0.02% | 171 |
|
|
2020
Q2 | $2.01M | Sell |
34,458
-12,683
| -27% | -$734K | 0.02% | 166 |
|
|
2020
Q1 | $2.77M | Buy |
47,141
+2,311
| +5% | +$148K | 0.03% | 103 |
|
|
2019
Q4 | $2.82M | Sell |
44,830
-272
| -0.6% | -$17K | 0.02% | 127 |
|
|
2019
Q3 | $2.88M | Buy |
45,102
+704
| +2% | +$42.7K | 0.02% | 119 |
|
|
2019
Q2 | $2.57M | Sell |
44,398
-4,645
| -9% | -$261K | 0.02% | 128 |
|
|
2019
Q1 | $2.72M | Buy |
49,043
+8,995
| +22% | +$474K | 0.03% | 113 |
|
|
2018
Q4 | $1.99M | Buy |
+40,048
| New | +$2.02M | 0.02% | 126 |
|
Other funds holding CMS
Wealthfront Advisers's CMS Position: Q2 2026 in Review
Wealthfront Advisers reduced its CMS Energy (CMS) stake by 7.6% in Q2 2026, selling an estimated $1.11M and leaving 178,048 shares worth $13.6M. The position accounts for 0.03% of the portfolio, ranked #217.
Wealthfront Advisers first reported a position in CMS in Q4 2018 and has held it in 31 quarters since. The position peaked at $15M in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Wealthfront Advisers held 178,048 shares of CMS Energy worth $13.6M as of Q2 2026.
- Wealthfront Advisers sold 14,747 CMS Energy shares in Q2 2026, an estimated $1.11M.
- CMS Energy made up 0.03% of Wealthfront Advisers's portfolio in Q2 2026, its #217 holding.
- Wealthfront Advisers first reported a position in CMS Energy in Q4 2018 and has held it in 31 quarters since.
- Wealthfront Advisers's CMS Energy position peaked at $15M in Q1 2026.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.