Central Trust Company’s CMS Energy CMS Stock Holding History

Central Trust Company’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	$3.34K	Sell	43 -1	-2%	-$74	﹤0.01%	1311
2025 Q4	$3.07K	Buy	44 +1	+2%	+$73	﹤0.01%	1292
2025 Q3	$3.15K	Hold	43	–	–	﹤0.01%	1250
2025 Q2	$2.98K	Hold	43	–	–	﹤0.01%	1272
2025 Q1	$3.23K	Hold	43	–	–	﹤0.01%	1268
2024 Q4	$2.87K	Hold	43	–	–	﹤0.01%	1272
2024 Q3	$3.04K	Hold	43	–	–	﹤0.01%	1213
2024 Q2	$2.56K	Sell	43 -38	-47%	-$2.3K	﹤0.01%	1255
2024 Q1	$4.89K	Buy	81 +38	+88%	+$2.2K	﹤0.01%	1173
2023 Q4	$2.5K	Hold	43	–	–	﹤0.01%	1264
2023 Q3	$2.28K	Hold	43	–	–	﹤0.01%	1248
2023 Q2	$2.53K	Hold	43	–	–	﹤0.01%	1159
2023 Q1	$2.64K	Sell	43 -3,800	-99%	-$234K	﹤0.01%	1172
2022 Q4	$243K	Hold	3,843	–	–	0.01%	496
2022 Q3	$224K	Hold	3,843	–	–	0.01%	504
2022 Q2	$259K	Hold	3,843	–	–	0.01%	478
2022 Q1	$269K	Sell	3,843 -200	-5%	-$13K	0.01%	516
2021 Q4	$263K	Hold	4,043	–	–	0.01%	534
2021 Q3	$241K	Hold	4,043	–	–	0.01%	512
2021 Q2	$239K	Hold	4,043	–	–	0.01%	503
2021 Q1	$248K	Buy	4,043 +3,800	+1,564%	+$218K	0.01%	480
2020 Q4	$15K	Hold	243	–	–	﹤0.01%	843
2020 Q3	$15K	Sell	243 -19	-7%	-$1.16K	﹤0.01%	799
2020 Q2	$15K	Hold	262	–	–	﹤0.01%	777
2020 Q1	$15K	Hold	262	–	–	﹤0.01%	799
2019 Q4	$16K	Hold	262	–	–	﹤0.01%	864
2019 Q3	$17K	Hold	262	–	–	﹤0.01%	817
2019 Q2	$15K	Buy	262 +43	+20%	+$2.41K	﹤0.01%	841
2019 Q1	$12K	Hold	219	–	–	﹤0.01%	847
2018 Q4	$11K	Sell	219 -106	-33%	-$5.36K	﹤0.01%	870
2018 Q3	$16K	Buy	325 +6	+2%	+$292	﹤0.01%	879
2018 Q2	$15K	Sell	319 -300	-48%	-$13.6K	﹤0.01%	876
2018 Q1	$27K	Sell	619 -500	-45%	-$21.9K	﹤0.01%	779
2017 Q4	$52K	Hold	1,119	–	–	﹤0.01%	694
2017 Q3	$51K	Sell	1,119 -285	-20%	-$13.4K	﹤0.01%	677
2017 Q2	$64K	Buy	1,404 +19	+1%	+$878	﹤0.01%	637
2017 Q1	$62K	Sell	1,385 -1,017	-42%	-$44.1K	﹤0.01%	662
2016 Q4	$100K	Sell	2,402 -4,356	-64%	-$178K	0.01%	569
2016 Q3	$284K	Sell	6,758 -705	-9%	-$30.8K	0.02%	380
2016 Q2	$342K	Sell	7,463 -364	-5%	-$15.3K	0.03%	343
2016 Q1	$332K	Buy	7,827 +49	+0.6%	+$1.92K	0.03%	345
2015 Q4	$281K	Buy	7,778 +1,510	+24%	+$53.8K	0.02%	371
2015 Q3	$221K	Buy	6,268 +404	+7%	+$13.6K	0.02%	400
2015 Q2	$187K	Buy	5,864 +247	+4%	+$8.3K	0.01%	443
2015 Q1	$196K	Buy	5,617 +394	+8%	+$14K	0.02%	428
2014 Q4	$182K	Sell	5,223 -630	-11%	-$20.6K	0.01%	432
2014 Q3	$174K	Sell	5,853 -127	-2%	-$3.79K	0.01%	442
2014 Q2	$186K	Sell	5,980 -324	-5%	-$9.64K	0.01%	438
2014 Q1	$185K	Buy	6,304 +347	+6%	+$9.62K	0.02%	428
2013 Q4	$159K	Buy	5,957 +1,236	+26%	+$33.3K	0.01%	450
2013 Q3	$124K	Buy	4,721 +565	+14%	+$15.3K	0.01%	474
2013 Q2	$113K	Buy	+4,156	New	+$117K	0.01%	465

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

Central Trust Company's CMS Position: Q1 2026 in Review

Central Trust Company reduced its CMS Energy (CMS) stake by 2.3% in Q1 2026, selling an estimated $74 and leaving 43 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Central Trust Company first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. The position peaked at $342K in Q2 2016. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Central Trust Company held 43 shares of CMS Energy worth $3.34K as of Q1 2026.
Central Trust Company sold 1 CMS Energy share in Q1 2026, an estimated $74.
CMS Energy made up ﹤0.01% of Central Trust Company's portfolio in Q1 2026, its #1311 holding.
Central Trust Company first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
Central Trust Company's CMS Energy position peaked at $342K in Q2 2016.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.