Boit C.F. David’s CMS Energy CMS Stock Holding History

Boit C.F. David’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	$597K	Hold	7,800	–	–	0.25%	59
2026 Q1	$605K	Hold	7,800	–	–	0.27%	58
2025 Q4	$546K	Hold	7,800	–	–	0.24%	61
2025 Q3	$571K	Hold	7,800	–	–	0.26%	59
2025 Q2	$540K	Hold	7,800	–	–	0.26%	61
2025 Q1	$586K	Hold	7,800	–	–	0.29%	58
2024 Q4	$520K	Hold	7,800	–	–	0.21%	61
2024 Q3	$556K	Hold	7,800	–	–	0.28%	59
2024 Q2	$464K	Hold	7,800	–	–	0.24%	61
2024 Q1	$475K	Hold	7,800	–	–	0.26%	57
2023 Q4	$462K	Hold	7,800	–	–	0.26%	59
2023 Q3	$394K	Hold	7,800	–	–	0.27%	55
2023 Q2	$458K	Hold	7,800	–	–	0.3%	54
2023 Q1	$481K	Hold	7,800	–	–	0.33%	49
2022 Q4	$494K	Hold	7,800	–	–	0.35%	47
2022 Q3	$454K	Buy	+7,800	New	+$525K	0.37%	48
2022 Q1	$546K	Hold	7,800	–	–	0.36%	50
2021 Q4	$507K	Hold	7,800	–	–	0.32%	54
2021 Q3	$466K	Hold	7,800	–	–	0.32%	54
2021 Q2	$461K	Buy	+7,800	New	+$485K	0.35%	47

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boit C.F. David's CMS Position: Q2 2026 in Review

Boit C.F. David held its CMS Energy (CMS) position steady in Q2 2026 at 7,800 shares worth $597K. The position accounts for 0.25% of the portfolio, ranked #59.

Boit C.F. David first reported a position in CMS in Q2 2021 and has held it in 20 quarters since. The position peaked at $605K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Boit C.F. David held 7,800 shares of CMS Energy worth $597K as of Q2 2026.
Boit C.F. David left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.25% of Boit C.F. David's portfolio in Q2 2026, its #59 holding.
Boit C.F. David first reported a position in CMS Energy in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's CMS Energy position peaked at $605K in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.