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Portfolio Design Labs, LLC

SEC CIK
0002010278
Latest filing
Aug 11, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Portfolio Design Labs, 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)
18,030
Value
$1.38M
% of portfolio
0.2%
Quarters held
4
Since Q3 2025
Holdings of CMS by Portfolio Design Labs, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,030$1.38M0.2%+1,322+7.9%AddedHolders
Q1 202616,708$1.30M0.2%−7,664−31.4%ReducedHolders
Q4 202524,372$1.70M0.3%+494+2.1%AddedHolders
Q3 202523,878$1.75M0.3%+23,878NewHolders