Stratos Wealth Advisors, LLC
- SEC CIK
- 0001707202
- Latest filing
- Aug 11, 2026
CMS holding history
CMS Energy Corp in every 13F filed by Stratos Wealth 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 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −5,959−100.0% | Sold out | Holders |
| Q1 2024 | 5,959 | $359.6K | <0.1% | +446+8.1% | Added | Holders |
| Q4 2023 | 5,513 | $320.2K | <0.1% | −2,674−32.7% | Reduced | Holders |
| Q3 2023 | 8,187 | $434.8K | <0.1% | +192+2.4% | Added | Holders |
| Q2 2023 | 7,995 | $469.7K | <0.1% | −1,614−16.8% | Reduced | Holders |
| Q1 2023 | 9,609 | $589.8K | <0.1% | −939−8.9% | Reduced | Holders |
| Q4 2022 | 10,548 | $668.0K | 0.1% | +102+1.0% | Added | Holders |
| Q3 2022 | 10,446 | $608.0K | 0.1% | +10,446 | New | Holders |