WealthTrust Axiom’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 | $2.02M | Hold |
26,400
| – | – | 0.45% | 51 |
|
|
2026
Q1 | $2.05M | Hold |
26,400
| – | – | 0.5% | 47 |
|
|
2025
Q4 | $1.85M | Sell |
26,400
-200
| -0.8% | -$14.5K | 0.47% | 47 |
|
|
2025
Q3 | $1.95M | Hold |
26,600
| – | – | 0.52% | 44 |
|
|
2025
Q2 | $1.84M | Sell |
26,600
-2,000
| -7% | -$142K | 0.54% | 42 |
|
|
2025
Q1 | $2.15M | Sell |
28,600
-1,500
| -5% | -$105K | 0.65% | 35 |
|
|
2024
Q4 | $2.01M | Hold |
30,100
| – | – | 0.6% | 38 |
|
|
2024
Q3 | $2.13M | Sell |
30,100
-1,000
| -3% | -$65.6K | 0.63% | 38 |
|
|
2024
Q2 | $1.85M | Hold |
31,100
| – | – | 0.61% | 38 |
|
|
2024
Q1 | $1.88M | Hold |
31,100
| – | – | 0.6% | 37 |
|
|
2023
Q4 | $1.81M | Hold |
31,100
| – | – | 0.6% | 41 |
|
|
2023
Q3 | $1.65M | Sell |
31,100
-500
| -2% | -$29K | 0.59% | 40 |
|
|
2023
Q2 | $1.86M | Hold |
31,600
| – | – | 0.62% | 39 |
|
|
2023
Q1 | $1.94M | Sell |
31,600
-200
| -0.6% | -$12.3K | 0.66% | 37 |
|
|
2022
Q4 | $2.01M | Hold |
31,800
| – | – | 0.7% | 35 |
|
|
2022
Q3 | $1.85M | Hold |
31,800
| – | – | 0.71% | 36 |
|
|
2022
Q2 | $2.15M | Sell |
31,800
-50
| -0.2% | -$3.45K | 0.76% | 35 |
|
|
2022
Q1 | $2.23M | Hold |
31,850
| – | – | 0.7% | 41 |
|
|
2021
Q4 | $2.07M | Hold |
31,850
| – | – | 0.66% | 40 |
|
|
2021
Q3 | $1.9M | Hold |
31,850
| – | – | 0.64% | 41 |
|
|
2021
Q2 | $1.88M | Hold |
31,850
| – | – | 0.6% | 43 |
|
|
2021
Q1 | $1.95M | Sell |
31,850
-375
| -1% | -$21.6K | 0.66% | 43 |
|
|
2020
Q4 | $1.97M | Hold |
32,225
| – | – | 0.71% | 38 |
|
|
2020
Q3 | $1.98M | Sell |
32,225
-1,875
| -5% | -$115K | 0.85% | 30 |
|
|
2020
Q2 | $1.99M | Hold |
34,100
| – | – | 0.88% | 30 |
|
|
2020
Q1 | $2M | Sell |
34,100
-1,925
| -5% | -$123K | 0.98% | 30 |
|
|
2019
Q4 | $2.26M | Sell |
36,025
-375
| -1% | -$23.4K | 0.76% | 41 |
|
|
2019
Q3 | $2.33M | Sell |
36,400
-300
| -0.8% | -$18.2K | 0.82% | 37 |
|
|
2019
Q2 | $2.13M | Sell |
36,700
-200
| -0.5% | -$11.2K | 0.74% | 40 |
|
|
2019
Q1 | $2.05M | Hold |
36,900
| – | – | 0.73% | 39 |
|
|
2018
Q4 | $1.83M | Hold |
36,900
| – | – | 0.75% | 40 |
|
|
2018
Q3 | $1.81M | Sell |
36,900
-2,000
| -5% | -$97.5K | 0.61% | 48 |
|
|
2018
Q2 | $1.84M | Sell |
38,900
-500
| -1% | -$22.6K | 0.65% | 45 |
|
|
2018
Q1 | $1.78M | Hold |
39,400
| – | – | 0.65% | 46 |
|
|
2017
Q4 | $1.86M | Hold |
39,400
| – | – | 0.69% | 45 |
|
|
2017
Q3 | $1.82M | Hold |
39,400
| – | – | 0.69% | 45 |
|
|
2017
Q2 | $1.82M | Sell |
39,400
-975
| -2% | -$45.1K | 0.68% | 43 |
|
|
2017
Q1 | $1.81M | Hold |
40,375
| – | – | 0.66% | 41 |
|
|
2016
Q4 | $1.68M | Sell |
40,375
-650
| -2% | -$26.6K | 0.61% | 47 |
|
|
2016
Q3 | $1.72M | Sell |
41,025
-850
| -2% | -$37.1K | 0.64% | 44 |
|
|
2016
Q2 | $1.92M | Hold |
41,875
| – | – | 0.74% | 39 |
|
|
2016
Q1 | $1.78M | Buy |
41,875
+1,667
| +4% | +$65.3K | 0.7% | 43 |
|
|
2015
Q4 | $1.45M | Sell |
40,208
-1,700
| -4% | -$60.6K | 0.58% | 51 |
|
|
2015
Q3 | $1.48M | Sell |
41,908
-834
| -2% | -$28.1K | 0.62% | 48 |
|
|
2015
Q2 | $1.36M | Hold |
42,742
| – | – | 0.5% | 56 |
|
|
2015
Q1 | $1.49M | Sell |
42,742
-417
| -1% | -$14.8K | 0.53% | 52 |
|
|
2014
Q4 | $1.5M | Buy |
43,159
+234
| +0.5% | +$7.64K | 0.53% | 52 |
|
|
2014
Q3 | $1.27M | Sell |
42,925
-950
| -2% | -$28.4K | 0.45% | 61 |
|
|
2014
Q2 | $1.37M | Hold |
43,875
| – | – | 0.46% | 59 |
|
|
2014
Q1 | $1.28M | Buy |
43,875
+2,650
| +6% | +$73.4K | 0.46% | 55 |
|
|
2013
Q4 | $1.1M | Sell |
41,225
-1,200
| -3% | -$32.3K | 0.42% | 53 |
|
|
2013
Q3 | $1.12M | Hold |
42,425
| – | – | 0.46% | 56 |
|
|
2013
Q2 | $1.15M | Buy |
+42,425
| New | +$1.19M | 0.5% | 53 |
|
Other funds holding CMS
WealthTrust Axiom's CMS Position: Q2 2026 in Review
WealthTrust Axiom held its CMS Energy (CMS) position steady in Q2 2026 at 26,400 shares worth $2.02M. The position accounts for 0.45% of the portfolio, ranked #51.
WealthTrust Axiom first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.33M in Q3 2019. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- WealthTrust Axiom held 26,400 shares of CMS Energy worth $2.02M as of Q2 2026.
- WealthTrust Axiom left its CMS Energy share count unchanged in Q2 2026.
- CMS Energy made up 0.45% of WealthTrust Axiom's portfolio in Q2 2026, its #51 holding.
- WealthTrust Axiom first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
- WealthTrust Axiom's CMS Energy position peaked at $2.33M in Q3 2019.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.