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 Q3	$492K	Hold	7,800	–	–	0.2%	63
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

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Boit C.F. David's CMS Position: Q3 2026 in Review

Boit C.F. David held its CMS Energy (CMS) position steady in Q3 2026 at 7,800 shares worth $492K. The position accounts for 0.2% of the portfolio, ranked #63.

Boit C.F. David first reported a position in CMS in Q2 2021 and has held it in 21 quarters since. The position peaked at $605K in Q1 2026. 357 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Boit C.F. David held 7,800 shares of CMS Energy worth $492K as of Q3 2026.
Boit C.F. David left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up 0.2% of Boit C.F. David's portfolio in Q3 2026, its #63 holding.
Boit C.F. David first reported a position in CMS Energy in Q2 2021 and has held it in 21 quarters since.
Boit C.F. David's CMS Energy position peaked at $605K in Q1 2026.
357 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Boit C.F. David's 13F filing for Q3 2026, filed 29 Oct 2026.