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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boit C.F. David's CMS Position: Q1 2026 in Review

Boit C.F. David held its CMS Energy (CMS) position steady in Q1 2026 at 7,800 shares worth $605K. The position accounts for 0.27% of the portfolio, ranked #58.

Boit C.F. David first reported a position in CMS in Q2 2021 and has held it in 19 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Boit C.F. David held 7,800 shares of CMS Energy worth $605K as of Q1 2026.
Boit C.F. David left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up 0.27% of Boit C.F. David's portfolio in Q1 2026, its #58 holding.
Boit C.F. David first reported a position in CMS Energy in Q2 2021 and has held it in 19 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.