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Livermore
Livermore
ZHEN

Stephens Consulting, LLC

SEC CIK
0001961632
Latest filing
Jan 13, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Stephens Consulting, 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 Q4 2025 holdings

Shares (Q4 2025)
4,130
Value
$288.8K
% of portfolio
0.1%
Quarters held
17
Since Q4 2021
Holdings of CMS by Stephens Consulting, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20254,130$288.8K0.1%+5+0.1%AddedHolders
Q3 20254,125$302.2K0.1%−94−2.2%ReducedHolders
Q2 20254,219$292.3K0.1%−7−0.2%ReducedHolders
Q1 20254,226$317.4K0.1%−101−2.3%ReducedHolders
Q4 20244,327$288.4K0.1%+225+5.5%AddedHolders
Q3 20244,102$289.7K0.1%+343+9.1%AddedHolders
Q2 20243,759$223.8K0.1%+6+0.2%AddedHolders
Q1 20243,753$226.4K0.1%00.0%UnchangedHolders
Q4 20233,753$217.9K0.1%−293−7.2%ReducedHolders
Q3 20234,046$214.9K0.1%+9+0.2%AddedHolders
Q2 20234,037$237.2K0.1%+6+0.1%AddedHolders
Q1 20234,031$247.4K0.1%+6+0.1%AddedHolders
Q4 20224,025$254.9K0.2%+5+0.1%AddedHolders
Q3 20224,020$234.1K0.2%+5+0.1%AddedHolders
Q2 20224,015$271.0K0.2%+4+0.1%AddedHolders
Q1 20224,011$280.5K0.2%+5+0.1%AddedHolders
Q4 20214,006$260.6K0.2%–No prior filingHolders