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Chicago Trust’s CMS Energy CMS Stock Holding History

Chicago Trust’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 		$237K Hold
3,100
– – 0.03% 351
2026
Q1 		$240K Hold
3,100
– – 0.04% 339
2025
Q4 		$217K Hold
3,100
– – 0.03% 365
2025
Q3 		$227K Hold
3,100
– – 0.03% 381
2025
Q2 		$215K Buy
+3,100
New +$221K 0.03% 385

Other funds holding CMS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Chicago Trust's CMS Position: Q2 2026 in Review

Chicago Trust held its CMS Energy (CMS) position steady in Q2 2026 at 3,100 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #351.

Chicago Trust first reported a position in CMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $240K in Q1 2026. 136 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Chicago Trust held 3,100 shares of CMS Energy worth $237K as of Q2 2026.
  • Chicago Trust left its CMS Energy share count unchanged in Q2 2026.
  • CMS Energy made up 0.03% of Chicago Trust's portfolio in Q2 2026, its #351 holding.
  • Chicago Trust first reported a position in CMS Energy in Q2 2025 and has held it in 5 quarters since.
  • Chicago Trust's CMS Energy position peaked at $240K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.