City State Bank’s CMS Energy CMS Stock Holding History

City State Bank’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	$5.9K	Hold	76	–	–	﹤0.01%	590
2025 Q4	$5.32K	Buy	76 +11	+17%	+$800	﹤0.01%	593
2025 Q3	$4.76K	Hold	65	–	–	﹤0.01%	590
2025 Q2	$4.5K	Hold	65	–	–	﹤0.01%	601
2025 Q1	$4.88K	Hold	65	–	–	﹤0.01%	586
2024 Q4	$4.33K	Hold	65	–	–	﹤0.01%	592
2024 Q3	$4.59K	Hold	65	–	–	﹤0.01%	583
2024 Q2	$3.87K	Hold	65	–	–	﹤0.01%	592
2024 Q1	$4K	Hold	65	–	–	﹤0.01%	587
2023 Q4	$4K	Hold	65	–	–	﹤0.01%	562
2023 Q3	$3K	Hold	65	–	–	﹤0.01%	586
2023 Q2	$4K	Hold	65	–	–	﹤0.01%	575
2023 Q1	$4K	Hold	65	–	–	﹤0.01%	572
2022 Q4	$4K	Hold	65	–	–	﹤0.01%	547
2022 Q3	$4K	Hold	65	–	–	﹤0.01%	538
2022 Q2	$4K	Hold	65	–	–	﹤0.01%	546
2022 Q1	$5K	Hold	65	–	–	﹤0.01%	551
2021 Q4	$4K	Buy	+65	New	+$3.99K	﹤0.01%	559

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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 $653B AUM 32.41% 1-Year Est. Return