Back to NewEdge Advisors, LLC NewEdge Advisors, LLC

CMSCMS
Showing 8 of 31 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in CMS ENERGY CORP

NewEdge Advisors, LLC holds 27,585 shares of CMS (CMS ENERGY CORP), worth $2.1M as of 2026-Q2. The position was increased (+4.8% shares). CMS represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$2.1M

Current Shares

27,585

Total Value Change

+$187,209

Total Shares Change

+358

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,585
+4.8%
$2.1M0.0%$75.89
27
2026-Q1
Increased
26,328
+0.7%
$2M0.0%$76.37
26
2025-Q4
Increased
26,154
+9.4%
$1.8M0.0%$68.32
28
2025-Q3
Decreased
23,909
-5.8%
$1.8M0.0%$71.04
0
2025-Q2
Decreased
25,370
-5.3%
$1.8M0.0%$66.69
0
2025-Q1
Decreased
26,795
-1.6%
$2M0.0%$71.76
0
2024-Q4
Decreased
27,216
-0.0%
$1.8M0.0%$63.18
0
2024-Q3
Decreased
27,227
-1.0%
$1.9M0.0%$66.45
0

Other major holders of CMS: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, JPMORGAN CHASE & CO

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used