Bank of America
CMS icon

Bank of America’s CMS Energy CMS Stock Holding History

Bank of America’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
Q1 		$285M Buy
3,668,532
+266,641
+8% +$19.8M 0.02% 586
2025
Q4 		$238M Buy
3,401,891
+59,677
+2% +$4.34M 0.02% 662
2025
Q3 		$245M Buy
3,342,214
+30,622
+0.9% +$2.2M 0.02% 712
2025
Q2 		$229M Buy
3,311,592
+174,980
+6% +$12.5M 0.02% 716
2025
Q1 		$236M Buy
3,136,612
+103,939
+3% +$7.26M 0.02% 651
2024
Q4 		$202M Sell
3,032,673
-295,120
-9% -$20.3M 0.02% 673
2024
Q3 		$235M Buy
3,327,793
+853,876
+35% +$56M 0.02% 659
2024
Q2 		$147M Buy
2,473,917
+77,743
+3% +$4.71M 0.01% 828
2024
Q1 		$145M Buy
2,396,174
+110,015
+5% +$6.38M 0.01% 825
2023
Q4 		$133M Buy
2,286,159
+221,408
+11% +$12.4M 0.01% 805
2023
Q3 		$110M Sell
2,064,751
-77,322
-4% -$4.48M 0.01% 838
2023
Q2 		$126M Sell
2,142,073
-146,321
-6% -$8.83M 0.01% 781
2023
Q1 		$140M Buy
2,288,394
+122,976
+6% +$7.56M 0.01% 772
2022
Q4 		$137M Buy
2,165,418
+95,992
+5% +$5.68M 0.02% 749
2022
Q3 		$121M Sell
2,069,426
-86,451
-4% -$5.82M 0.01% 775
2022
Q2 		$146M Buy
2,155,877
+66,731
+3% +$4.61M 0.02% 729
2022
Q1 		$146M Sell
2,089,146
-267,770
-11% -$17.4M 0.01% 772
2021
Q4 		$153M Sell
2,356,916
-129,452
-5% -$7.95M 0.01% 787
2021
Q3 		$149M Buy
2,486,368
+182,389
+8% +$11.4M 0.02% 768
2021
Q2 		$136M Sell
2,303,979
-164,250
-7% -$10.2M 0.01% 797
2021
Q1 		$151M Buy
2,468,229
+133,129
+6% +$7.65M 0.02% 689
2020
Q4 		$142M Sell
2,335,100
-267,917
-10% -$16.7M 0.02% 639
2020
Q3 		$160M Buy
2,603,017
+15,384
+0.6% +$942K 0.02% 563
2020
Q2 		$151M Sell
2,587,633
-272,732
-10% -$15.8M 0.02% 549
2020
Q1 		$168M Buy
2,860,365
+268,740
+10% +$17.2M 0.03% 465
2019
Q4 		$163M Sell
2,591,625
-184,012
-7% -$11.5M 0.02% 561
2019
Q3 		$178M Sell
2,775,637
-155,901
-5% -$9.47M 0.03% 530
2019
Q2 		$170M Buy
2,931,538
+189,939
+7% +$10.7M 0.03% 546
2019
Q1 		$152M Buy
2,741,599
+17,394
+0.6% +$917K 0.02% 571
2018
Q4 		$135M Sell
2,724,205
-5,500
-0.2% -$278K 0.02% 549
2018
Q3 		$134M Buy
2,729,705
+426,309
+19% +$20.8M 0.02% 603
2018
Q2 		$109M Sell
2,303,396
-192,928
-8% -$8.71M 0.02% 666
2018
Q1 		$113M Buy
2,496,324
+496,044
+25% +$21.8M 0.02% 659
2017
Q4 		$94.6M Sell
2,000,280
-89,613
-4% -$4.34M 0.02% 756
2017
Q3 		$96.8M Buy
2,089,893
+218,065
+12% +$10.3M 0.02% 782
2017
Q2 		$86.6M Buy
1,871,828
+290,269
+18% +$13.4M 0.02% 755
2017
Q1 		$70.8M Sell
1,581,559
-602,827
-28% -$26.1M 0.01% 854
2016
Q4 		$90.9M Buy
2,184,386
+135,105
+7% +$5.52M 0.02% 705
2016
Q3 		$86.1M Buy
2,049,281
+72,532
+4% +$3.17M 0.02% 712
2016
Q2 		$90.7M Sell
1,976,749
-81,531
-4% -$3.43M 0.02% 670
2016
Q1 		$87.4M Buy
2,058,280
+137,468
+7% +$5.38M 0.02% 665
2015
Q4 		$69.3M Buy
1,920,812
+23,472
+1% +$837K 0.02% 828
2015
Q3 		$67M Buy
1,897,340
+669,837
+55% +$22.6M 0.02% 817
2015
Q2 		$39.1M Sell
1,227,503
-180,922
-13% -$6.08M 0.01% 982
2015
Q1 		$49.2M Buy
1,408,425
+263,036
+23% +$9.34M 0.02% 830
2014
Q4 		$39.8M Buy
1,145,389
+24,185
+2% +$790K 0.01% 962
2014
Q3 		$33.3M Sell
1,121,204
-174,211
-13% -$5.2M 0.01% 1082
2014
Q2 		$40.4M Sell
1,295,415
-59,566
-4% -$1.77M 0.01% 944
2014
Q1 		$39.7M Sell
1,354,981
-380,976
-22% -$10.6M 0.01% 875
2013
Q4 		$46.5M Sell
1,735,957
-214,016
-11% -$5.76M 0.02% 788
2013
Q3 		$51.3M Sell
1,949,973
-3,941,402
-67% -$107M 0.02% 713
2013
Q2 		$160M Buy
+5,891,375
New +$165M 0.07% 288

Other funds holding CMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America's CMS Position: Q1 2026 in Review

Bank of America increased its CMS Energy (CMS) stake by 7.8% in Q1 2026, buying an estimated $19.8M and bringing the position to 3,668,532 shares worth $285M. The position accounts for 0.02% of the portfolio, ranked #586.

Bank of America first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Bank of America held 3,668,532 shares of CMS Energy worth $285M as of Q1 2026.
  • Bank of America bought 266,641 CMS Energy shares in Q1 2026, an estimated $19.8M.
  • CMS Energy made up 0.02% of Bank of America's portfolio in Q1 2026, its #586 holding.
  • Bank of America first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.