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Excelsior Advisor Network LLC

SEC CIK
0002110679
Latest filing
Aug 14, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Excelsior Advisor Network 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)
5,899
Value
$451.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CMS by Excelsior Advisor Network LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,899$451.3K0.1%+612+11.6%AddedHolders
Q1 20265,287$410.1K0.2%+5,287NewHolders