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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CMS-PC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CMS-PC Position History
CMS Energy Corporation • Utilities
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.7M |
| Q1 2026 | $3M |
| Q2 2026 | $3.8M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 96.1K | — | — |
| Q2 2026 | $3.8M | 52.5K | — | — |
| Q1 2026 | $3M | 38.0K | — | — |
| Q4 2025 | $2.7M | 39.0K | — | — |
| Q3 2025 | $2.5M | 33.7K | — | — |
Other funds holding CMS-PC
$2.8B
$2.6B
$2.6B
$2.6B
$1.4B
$1.4B
$1.4B
$1.3B