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Banque Cantonale Vaudoise’s CMS Energy CMS Stock Holding History

Banque Cantonale Vaudoise’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
2025
Q4 		– Sell
-9,504
Closed -$697K – 829
2025
Q3 		$697K Buy
9,504
+30
+0.3% +$2.15K 0.03% 406
2025
Q2 		$656K Sell
9,474
-42
-0.4% -$2.99K 0.03% 415
2025
Q1 		$714K Buy
+9,516
New +$665K 0.03% 408
2024
Q3 		$1.41M Buy
19,936
+5,937
+42% +$390K 0.06% 274
2024
Q2 		$833K Buy
13,999
+8,265
+144% +$500K 0.03% 375
2024
Q1 		$346K Sell
5,734
-11,320
-66% -$656K 0.01% 483
2023
Q4 		$990K Buy
17,054
+9,306
+120% +$520K 0.04% 347
2023
Q3 		$411K Sell
7,748
-2,752
-26% -$159K 0.02% 519
2023
Q2 		$617K Buy
10,500
+155
+1% +$9.35K 0.03% 446
2023
Q1 		$635K Hold
10,345
– – 0.03% 399
2022
Q4 		$655K Hold
10,345
– – 0.03% 395
2022
Q3 		$602K Sell
10,345
-10,300
-50% -$693K 0.03% 448
2022
Q2 		$1.39M Buy
20,645
+7,100
+52% +$490K 0.07% 269
2022
Q1 		$947K Sell
13,545
-39,995
-75% -$2.59M 0.04% 401
2021
Q4 		$3.48M Hold
53,540
– – 0.14% 144
2021
Q3 		$3.2M Sell
53,540
-1,614
-3% -$101K 0.14% 142
2021
Q2 		$3.26M Sell
55,154
-15,053
-21% -$936K 0.14% 148
2021
Q1 		$4.3M Buy
70,207
+8,700
+14% +$500K 0.22% 95
2020
Q4 		$3.75M Sell
61,507
-4,852
-7% -$303K 0.21% 100
2020
Q3 		$4.08M Buy
66,359
+52,614
+383% +$3.22M 0.26% 73
2020
Q2 		$803K Sell
13,745
-2,200
-14% -$127K 0.06% 296
2020
Q1 		$936K Buy
15,945
+3,000
+23% +$192K 0.08% 239
2019
Q4 		$814K Buy
+12,945
New +$807K 0.06% 324

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Banque Cantonale Vaudoise's CMS Position: Q4 2025 in Review

Banque Cantonale Vaudoise sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 9,504 shares — an estimated $697K sold.

Banque Cantonale Vaudoise first reported a position in CMS in Q4 2019 and held it in 23 quarters. The position peaked at $4.3M in Q1 2021. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Banque Cantonale Vaudoise reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Banque Cantonale Vaudoise sold 9,504 CMS Energy shares in Q4 2025, an estimated $697K.
  • Banque Cantonale Vaudoise first reported a position in CMS Energy in Q4 2019 and held it in 23 quarters.
  • Banque Cantonale Vaudoise's CMS Energy position peaked at $4.3M in Q1 2021.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2025, filed 6 Feb 2026.