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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
Q3 		– Sell
-3,100
Closed -$237K – 380
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Chicago Trust's CMS Position: Q3 2026 in Review

Chicago Trust sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 3,100 shares — an estimated $237K sold.

Chicago Trust first reported a position in CMS in Q2 2025 and held it in 5 quarters. The position peaked at $240K in Q1 2026. 401 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Chicago Trust reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
  • Chicago Trust sold 3,100 CMS Energy shares in Q3 2026, an estimated $237K.
  • Chicago Trust first reported a position in CMS Energy in Q2 2025 and held it in 5 quarters.
  • Chicago Trust's CMS Energy position peaked at $240K in Q1 2026.
  • 401 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.