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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
4,123
Value
$315.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMS by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,123$315.4K<0.1%+1,866+82.7%AddedHolders
Q1 20262,257$175.1K<0.1%−859−27.6%ReducedHolders
Q4 20253,116$217.9K<0.1%+483+18.3%AddedHolders
Q3 20252,633$192.9K<0.1%−99−3.6%ReducedHolders
Q2 20252,732$189.3K<0.1%+221+8.8%AddedHolders
Q1 20252,511$188.6K<0.1%−68−2.6%ReducedHolders
Q4 20242,579$171.9K<0.1%−46−1.8%ReducedHolders
Q3 20242,625$185.4K<0.1%+71+2.8%AddedHolders
Q2 20242,554$152.0K<0.1%+462+22.1%AddedHolders
Q1 20242,092$131.6K<0.1%−46−2.2%ReducedHolders
Q4 20232,138$124.2K<0.1%−53−2.4%ReducedHolders
Q3 20232,191$116.4K<0.1%−126−5.4%ReducedHolders
Q2 20232,317$136.1K<0.1%+250+12.1%AddedHolders
Q1 20232,067$126.9K<0.1%+1,050+103.2%AddedHolders
Q4 20221,017$64.4K<0.1%−21−2.0%ReducedHolders
Q3 20221,038$60.0K<0.1%+81+8.5%AddedHolders
Q2 2022957$65.0K<0.1%00.0%UnchangedHolders
Q1 2022957$67.0K<0.1%00.0%UnchangedHolders
Q4 2021957$62.0K<0.1%−60−5.9%ReducedHolders
Q3 20211,017$61.0K<0.1%−107−9.5%ReducedHolders
Q2 20211,124$66.0K<0.1%00.0%UnchangedHolders
Q1 20211,124$69.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.