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Blue Trust Inc’s CMS Energy CMS Stock Holding History

Blue Trust Inc’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
Q2 		$294K Sell
3,845
-1,057
-22% -$79.2K ﹤0.01% 666
2026
Q1 		$380K Sell
4,902
-3,187
-39% -$237K ﹤0.01% 571
2025
Q4 		$566K Sell
8,089
-1,195
-13% -$86.9K 0.01% 445
2025
Q3 		$680K Buy
9,284
+231
+3% +$16.6K 0.01% 391
2025
Q2 		$627K Buy
9,053
+1,518
+20% +$108K 0.01% 381
2025
Q1 		$566K Buy
7,535
+1,374
+22% +$96K 0.01% 381
2024
Q4 		$411K Buy
6,161
+21
+0.3% +$1.45K 0.01% 430
2024
Q3 		$366K Buy
6,140
+1,514
+33% +$99.3K ﹤0.01% 590
2024
Q2 		$279K Buy
4,626
+524
+13% +$31.7K ﹤0.01% 584
2024
Q1 		$248K Buy
4,102
+345
+9% +$20K ﹤0.01% 442
2023
Q4 		$199K Sell
3,757
-1,681
-31% -$93.9K ﹤0.01% 450
2023
Q3 		$319K Buy
5,438
+789
+17% +$45.7K ﹤0.01% 328
2023
Q2 		$285K Sell
4,649
-1,645
-26% -$99.2K ﹤0.01% 316
2023
Q1 		$398K Buy
6,294
+290
+5% +$17.8K 0.01% 338
2022
Q4 		$350K Buy
6,004
+2,999
+100% +$177K 0.01% 323
2022
Q3 		$203K Buy
3,005
+142
+5% +$9.55K ﹤0.01% 348
2022
Q2 		$200K Buy
+2,863
New +$198K ﹤0.01% 320

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Trust Inc's CMS Position: Q2 2026 in Review

Blue Trust Inc reduced its CMS Energy (CMS) stake by 22% in Q2 2026, selling an estimated $79.2K and leaving 3,845 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Blue Trust Inc first reported a position in CMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $680K in Q3 2025. 818 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Blue Trust Inc held 3,845 shares of CMS Energy worth $294K as of Q2 2026.
  • Blue Trust Inc sold 1,057 CMS Energy shares in Q2 2026, an estimated $79.2K.
  • CMS Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #666 holding.
  • Blue Trust Inc first reported a position in CMS Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's CMS Energy position peaked at $680K in Q3 2025.
  • 818 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.