BTD
CMS icon

BankPlus Trust Department’s CMS Energy CMS Stock Holding History

BankPlus Trust Department’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 		$33.4K Hold
430
– – 0.01% 298
2025
Q4 		$30.1K Hold
430
– – 0.01% 293
2025
Q3 		$31.5K Hold
430
– – 0.01% 286
2025
Q2 		$29.8K Hold
430
– – 0.01% 274
2025
Q1 		$32.3K Hold
430
– – 0.01% 263
2024
Q4 		$28.7K Buy
+430
New +$29.6K 0.01% 269

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

BankPlus Trust Department's CMS Position: Q1 2026 in Review

BankPlus Trust Department held its CMS Energy (CMS) position steady in Q1 2026 at 430 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #298.

BankPlus Trust Department first reported a position in CMS in Q4 2024 and has held it in 6 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • BankPlus Trust Department held 430 shares of CMS Energy worth $33.4K as of Q1 2026.
  • BankPlus Trust Department left its CMS Energy share count unchanged in Q1 2026.
  • CMS Energy made up 0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #298 holding.
  • BankPlus Trust Department first reported a position in CMS Energy in Q4 2024 and has held it in 6 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.