Bangor Savings Bank’s CMS Energy CMS Stock Holding History

Bangor Savings Bank’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10.6K	Hold	168	–	–	﹤0.01%	423
2026 Q2	$12.9K	Hold	168	–	–	﹤0.01%	420
2026 Q1	$13K	Hold	168	–	–	﹤0.01%	410
2025 Q4	$11.7K	Hold	168	–	–	﹤0.01%	432
2025 Q3	$12.3K	Hold	168	–	–	﹤0.01%	430
2025 Q2	$11.7K	Hold	168	–	–	﹤0.01%	410
2025 Q1	$12.7K	Buy	168 +1	+0.6%	+$70	﹤0.01%	404
2024 Q4	$11.1K	Buy	+167	New	+$11.5K	﹤0.01%	420
2023 Q3	–	Sell	-88	Closed	-$5.17K	–	539
2023 Q2	$5.17K	Hold	88	–	–	﹤0.01%	469
2023 Q1	$5.4K	Hold	88	–	–	﹤0.01%	455
2022 Q4	$6K	Buy	+88	New	+$5.2K	﹤0.01%	453

Other funds holding CMS

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Bangor Savings Bank's CMS Position: Q3 2026 in Review

Bangor Savings Bank held its CMS Energy (CMS) position steady in Q3 2026 at 168 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Bangor Savings Bank first reported a position in CMS in Q4 2022 and has held it in 11 quarters since. The position peaked at $13K in Q1 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Bangor Savings Bank held 168 shares of CMS Energy worth $10.6K as of Q3 2026.
Bangor Savings Bank left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up ﹤0.01% of Bangor Savings Bank's portfolio in Q3 2026, its #423 holding.
Bangor Savings Bank first reported a position in CMS Energy in Q4 2022 and has held it in 11 quarters since.
Bangor Savings Bank's CMS Energy position peaked at $13K in Q1 2026.
30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.