Skip to main content
Livermore
Livermore
ZHEN

Glen Eagle Advisors, LLC

SEC CIK
0002029317
Latest filing
Aug 14, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Glen Eagle 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 2026)
64
Value
$4.91K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of CMS by Glen Eagle Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202664$4.91K<0.1%+12+23.1%AddedHolders
Q1 202652$4.01K<0.1%+1+2.0%AddedHolders
Q4 202551$3.59K<0.1%00.0%UnchangedHolders
Q3 202551$3.74K<0.1%−10−16.4%ReducedHolders
Q2 202561$4.23K<0.1%00.0%UnchangedHolders
Q1 202561$4.58K<0.1%00.0%UnchangedHolders
Q4 202461$4.07K<0.1%00.0%UnchangedHolders
Q3 202461$4.31K<0.1%00.0%UnchangedHolders
Q2 202461$3.63K<0.1%+61NewHolders
Q3 20230$00.0%−100−100.0%Sold outHolders
Q2 2023100$5.88K<0.1%00.0%UnchangedHolders
Q1 2023100$6.14K<0.1%00.0%UnchangedHolders
Q4 2022100$6.33K<0.1%−16−13.8%ReducedHolders
Q3 2022116$6.76K<0.1%00.0%UnchangedHolders
Q2 2022116$7.83K<0.1%00.0%UnchangedHolders
Q1 2022116$8.11K<0.1%00.0%UnchangedHolders
Q4 2021116$7.55K<0.1%00.0%UnchangedHolders
Q3 2021116$6.93K<0.1%00.0%UnchangedHolders
Q2 2021116$6.85K<0.1%−194−62.6%ReducedHolders
Q1 2021310$19.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.