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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Advisor OS, 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of CMS by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−3,052−100.0%Sold outHolders
Q3 20243,052$215.6K<0.1%−408−11.8%ReducedHolders
Q2 20243,460$206.0K<0.1%+3,460NewHolders