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Livermore
Livermore
ZHEN

Private Advisor Group, LLC

SEC CIK
0001567755
Latest filing
Jul 27, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Private Advisor Group, 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)
22,526
Value
$1.72M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMS by Private Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,526$1.72M<0.1%−23,655−51.2%ReducedHolders
Q1 202646,181$3.58M<0.1%−5,583−10.8%ReducedHolders
Q4 202551,764$3.62M<0.1%+9,907+23.7%AddedHolders
Q3 202541,857$3.07M<0.1%−1,351−3.1%ReducedHolders
Q2 202543,208$2.99M<0.1%+2,763+6.8%AddedHolders
Q1 202540,445$3.04M<0.1%+1,634+4.2%AddedHolders
Q4 202438,811$2.59M<0.1%−29−0.1%ReducedHolders
Q3 202438,840$2.74M<0.1%+5,330+15.9%AddedHolders
Q2 202433,510$1.99M<0.1%+5,500+19.6%AddedHolders
Q1 202428,010$1.69M<0.1%+6,968+33.1%AddedHolders
Q4 202321,042$1.22M<0.1%+3,558+20.4%AddedHolders
Q3 202317,484$928.6K<0.1%+1,018+6.2%AddedHolders
Q2 202316,466$967.4K<0.1%−200−1.2%ReducedHolders
Q1 202316,666$1.02M<0.1%−4,575−21.5%ReducedHolders
Q4 202221,241$289.3K<0.1%−102−0.5%ReducedHolders
Q3 202221,343$1.24M<0.1%−8,405−28.3%ReducedHolders
Q2 202229,748$2.01M<0.1%−15,548−34.3%ReducedHolders
Q1 202245,296$3.17M<0.1%+4,707+11.6%AddedHolders
Q4 202140,589$2.64M<0.1%−23,416−36.6%ReducedHolders
Q3 202164,005$3.82M<0.1%+24,596+62.4%AddedHolders
Q2 202139,409$2.33M<0.1%+8,907+29.2%AddedHolders
Q1 202130,502$1.87M<0.1%––Holders

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