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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Creative Planning, 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)
138,830
Value
$10.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026138,830$10.6M<0.1%+36,880+36.2%AddedHolders
Q1 2026101,950$7.91M<0.1%+22,438+28.2%AddedHolders
Q4 202579,512$5.56M<0.1%+19,181+31.8%AddedHolders
Q3 202560,331$4.42M<0.1%+9,823+19.4%AddedHolders
Q2 202550,508$3.50M<0.1%+8,390+19.9%AddedHolders
Q1 202542,118$3.16M<0.1%+1,275+3.1%AddedHolders
Q4 202440,843$2.72M<0.1%+7,582+22.8%AddedHolders
Q3 202433,261$2.35M<0.1%+524+1.6%AddedHolders
Q2 202432,737$1.95M<0.1%−820−2.4%ReducedHolders
Q1 202433,557$2.02M<0.1%+3,878+13.1%AddedHolders
Q4 202329,679$1.72M<0.1%+1,646+5.9%AddedHolders
Q3 202328,033$1.49M<0.1%−3,992−12.5%ReducedHolders
Q2 202332,025$1.88M<0.1%+4,669+17.1%AddedHolders
Q1 202327,356$1.68M<0.1%+4,201+18.1%AddedHolders
Q4 202223,155$1.47M<0.1%+5,062+28.0%AddedHolders
Q3 202218,093$1.05M<0.1%+199+1.1%AddedHolders
Q2 202217,894$1.21M<0.1%+3,234+22.1%AddedHolders
Q1 202214,660$1.02M<0.1%+210+1.5%AddedHolders
Q4 202114,450$940.0K<0.1%−1,741−10.8%ReducedHolders
Q3 202116,191$967.0K<0.1%+2,486+18.1%AddedHolders
Q2 202113,705$810.0K<0.1%−869−6.0%ReducedHolders
Q1 202114,574$892.0K<0.1%––Holders

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