Sigma Planning Corp

SEC CIK: 0001449126
Latest filing: Aug 7, 2026

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CMS holding history

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

CMS overview All 13F holders of CMS Full Q2 2026 holdings

Shares (Q2 2026): 39,672
Value: $3.03M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CMS by Sigma Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,672	$3.03M	0.1%	+5,300+15.4%	Added	Holders
Q1 2026	34,372	$2.67M	0.1%	+951+2.8%	Added	Holders
Q4 2025	33,421	$2.34M	0.1%	+1,585+5.0%	Added	Holders
Q3 2025	31,836	$2.33M	0.1%	+221+0.7%	Added	Holders
Q2 2025	31,615	$2.19M	0.1%	−430−1.3%	Reduced	Holders
Q1 2025	32,045	$2.41M	0.1%	+142+0.4%	Added	Holders
Q4 2024	31,903	$2.13M	0.1%	−1,830−5.4%	Reduced	Holders
Q3 2024	33,733	$2.38M	0.1%	−7,370−17.9%	Reduced	Holders
Q2 2024	41,103	$2.45M	0.1%	−428−1.0%	Reduced	Holders
Q1 2024	41,531	$2.51M	0.1%	−4,783−10.3%	Reduced	Holders
Q4 2023	46,314	$2.69M	0.2%	−2,717−5.5%	Reduced	Holders
Q3 2023	49,031	$2.60M	0.1%	−837−1.7%	Reduced	Holders
Q2 2023	49,868	$2.93M	0.1%	−1,734−3.4%	Reduced	Holders
Q1 2023	51,602	$3.17M	0.1%	−439−0.8%	Reduced	Holders
Q4 2022	52,041	$3.30M	0.1%	+1,074+2.1%	Added	Holders
Q3 2022	50,967	$2.97M	0.1%	−4,624−8.3%	Reduced	Holders
Q2 2022	55,591	$3.75M	0.1%	+328+0.6%	Added	Holders
Q1 2022	55,263	$3.87M	0.1%	−2,836−4.9%	Reduced	Holders
Q4 2021	58,099	$3.78M	0.1%	−2,422−4.0%	Reduced	Holders
Q3 2021	60,521	$3.62M	0.1%	−4,814−7.4%	Reduced	Holders
Q2 2021	65,335	$3.86M	0.1%	+900+1.4%	Added	Holders
Q1 2021	64,435	$3.94M	0.1%	–	–	Holders

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