Bank of Montreal’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50M | Buy |
653,735
+66,148
| +11% | +$4.96M | 0.02% | 607 |
|
|
2026
Q1 | $45.6M | Buy |
587,587
+22,822
| +4% | +$1.69M | 0.02% | 576 |
|
|
2025
Q4 | $39.5M | Sell |
564,765
-115,607
| -17% | -$8.41M | 0.01% | 638 |
|
|
2025
Q3 | $49.8M | Buy |
680,372
+162,797
| +31% | +$11.7M | 0.02% | 497 |
|
|
2025
Q2 | $35.9M | Sell |
517,575
-77,617
| -13% | -$5.53M | 0.02% | 535 |
|
|
2025
Q1 | $44.7M | Sell |
595,192
-16,119
| -3% | -$1.13M | 0.02% | 457 |
|
|
2024
Q4 | $40.7M | Sell |
611,311
-466,388
| -43% | -$32.1M | 0.02% | 518 |
|
|
2024
Q3 | $75.9M | Sell |
1,077,699
-300,053
| -22% | -$19.7M | 0.03% | 361 |
|
|
2024
Q2 | $82.7M | Buy |
1,377,752
+375,072
| +37% | +$22.7M | 0.02% | 333 |
|
|
2024
Q1 | $60.1M | Sell |
1,002,680
-442,432
| -31% | -$25.6M | 0.02% | 397 |
|
|
2023
Q4 | $84M | Buy |
1,445,112
+54,612
| +4% | +$3.05M | 0.03% | 341 |
|
|
2023
Q3 | $79.7M | Sell |
1,390,500
-230,505
| -14% | -$13.4M | 0.03% | 303 |
|
|
2023
Q2 | $99.3M | Buy |
1,621,005
+153,250
| +10% | +$9.24M | 0.03% | 253 |
|
|
2023
Q1 | $90.5M | Sell |
1,467,755
-283,199
| -16% | -$17.4M | 0.04% | 255 |
|
|
2022
Q4 | $113M | Buy |
1,750,954
+335,130
| +24% | +$19.8M | 0.05% | 225 |
|
|
2022
Q3 | $85.8M | Buy |
1,415,824
+6,037
| +0.4% | +$406K | 0.04% | 254 |
|
|
2022
Q2 | $97.6M | Sell |
1,409,787
-63,738
| -4% | -$4.4M | 0.05% | 247 |
|
|
2022
Q1 | $103M | Sell |
1,473,525
-9,866
| -0.7% | -$640K | 0.05% | 264 |
|
|
2021
Q4 | $96.6M | Sell |
1,483,391
-245,556
| -14% | -$15.1M | 0.05% | 277 |
|
|
2021
Q3 | $104M | Buy |
1,728,947
+575,456
| +50% | +$35.9M | 0.05% | 325 |
|
|
2021
Q2 | $68M | Buy |
1,153,491
+68,902
| +6% | +$4.29M | 0.03% | 415 |
|
|
2021
Q1 | $65.7M | Sell |
1,084,589
-116,076
| -10% | -$6.67M | 0.04% | 344 |
|
|
2020
Q4 | $68.6M | Buy |
1,200,665
+70,031
| +6% | +$4.38M | 0.05% | 339 |
|
|
2020
Q3 | $71.1M | Sell |
1,130,634
-234,638
| -17% | -$14.4M | 0.06% | 267 |
|
|
2020
Q2 | $80.5M | Buy |
1,365,272
+226,731
| +20% | +$13.1M | 0.07% | 227 |
|
|
2020
Q1 | $64.7M | Buy |
1,138,541
+452,553
| +66% | +$29M | 0.07% | 224 |
|
|
2019
Q4 | $43.1M | Sell |
685,988
-110,452
| -14% | -$6.89M | 0.03% | 440 |
|
|
2019
Q3 | $50.9M | Buy |
796,440
+334,134
| +72% | +$20.3M | 0.04% | 357 |
|
|
2019
Q2 | $26.8M | Buy |
462,306
+20,538
| +5% | +$1.15M | 0.02% | 540 |
|
|
2019
Q1 | $24.5M | Sell |
441,768
-54,812
| -11% | -$2.89M | 0.02% | 542 |
|
|
2018
Q4 | $24.7M | Sell |
496,580
-114,731
| -19% | -$5.8M | 0.02% | 501 |
|
|
2018
Q3 | $30M | Buy |
611,311
+148,504
| +32% | +$7.24M | 0.02% | 518 |
|
|
2018
Q2 | $21.9M | Buy |
462,807
+11,215
| +2% | +$507K | 0.02% | 586 |
|
|
2018
Q1 | $20.5M | Sell |
451,592
-7,242
| -2% | -$318K | 0.02% | 602 |
|
|
2017
Q4 | $21.7M | Sell |
458,834
-91,211
| -17% | -$4.42M | 0.02% | 596 |
|
|
2017
Q3 | $25.5M | Buy |
550,045
+39,570
| +8% | +$1.87M | 0.02% | 520 |
|
|
2017
Q2 | $23.6M | Buy |
510,475
+34,472
| +7% | +$1.59M | 0.02% | 543 |
|
|
2017
Q1 | $21.3M | Buy |
476,003
+64,494
| +16% | +$2.79M | 0.02% | 546 |
|
|
2016
Q4 | $16.6M | Sell |
411,509
-113,050
| -22% | -$4.62M | 0.02% | 623 |
|
|
2016
Q3 | $22M | Buy |
524,559
+43,919
| +9% | +$1.92M | 0.02% | 522 |
|
|
2016
Q2 | $22M | Buy |
480,640
+43,875
| +10% | +$1.84M | 0.03% | 513 |
|
|
2016
Q1 | $18.5M | Buy |
436,765
+11,620
| +3% | +$455K | 0.02% | 517 |
|
|
2015
Q4 | $15.3M | Sell |
425,145
-140,068
| -25% | -$4.99M | 0.02% | 580 |
|
|
2015
Q3 | $20M | Buy |
565,213
+34,457
| +6% | +$1.16M | 0.03% | 455 |
|
|
2015
Q2 | $16.9M | Buy |
530,756
+66,013
| +14% | +$2.22M | 0.02% | 583 |
|
|
2015
Q1 | $16.2M | Buy |
464,743
+145,314
| +45% | +$5.16M | 0.02% | 591 |
|
|
2014
Q4 | $11.1M | Sell |
319,429
-263,919
| -45% | -$8.62M | 0.01% | 739 |
|
|
2014
Q3 | $17.3M | Sell |
583,348
-12,275
| -2% | -$366K | 0.02% | 561 |
|
|
2014
Q2 | $18.6M | Buy |
595,623
+57,719
| +11% | +$1.72M | 0.02% | 520 |
|
|
2014
Q1 | $15.7M | Buy |
537,904
+80,293
| +18% | +$2.22M | 0.02% | 498 |
|
|
2013
Q4 | $12.2M | Buy |
457,611
+25,861
| +6% | +$696K | 0.02% | 528 |
|
|
2013
Q3 | $11.4M | Buy |
431,750
+166,201
| +63% | +$4.51M | 0.02% | 483 |
|
|
2013
Q2 | $7.22M | Buy |
+265,549
| New | +$7.45M | 0.01% | 606 |
|
Other funds holding CMS
Bank of Montreal's CMS Position: Q2 2026 in Review
Bank of Montreal increased its CMS Energy (CMS) stake by 11% in Q2 2026, buying an estimated $4.96M and bringing the position to 653,735 shares worth $50M. The position accounts for 0.02% of the portfolio, ranked #607.
Bank of Montreal first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $113M in Q4 2022. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Bank of Montreal held 653,735 shares of CMS Energy worth $50M as of Q2 2026.
- Bank of Montreal bought 66,148 CMS Energy shares in Q2 2026, an estimated $4.96M.
- CMS Energy made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #607 holding.
- Bank of Montreal first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's CMS Energy position peaked at $113M in Q4 2022.
- 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.