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Smith Group Asset Management, LLC

SEC CIK
0001893134
Latest filing
Aug 3, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Smith Group Asset Management, 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of CMS by Smith Group Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,000−100.0%Sold outHolders
Q3 20255,000$366.3K<0.1%00.0%UnchangedHolders
Q2 20255,000$346.4K<0.1%00.0%UnchangedHolders
Q1 20255,000$375.6K<0.1%00.0%UnchangedHolders
Q4 20245,000$333.3K<0.1%+5,000NewHolders