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 Q2	$5.81K	Hold	76	–	–	﹤0.01%	625
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

City State Bank's CMS Position: Q2 2026 in Review

City State Bank held its CMS Energy (CMS) position steady in Q2 2026 at 76 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

City State Bank first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.9K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

City State Bank held 76 shares of CMS Energy worth $5.81K as of Q2 2026.
City State Bank left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of City State Bank's portfolio in Q2 2026, its #625 holding.
City State Bank first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
City State Bank's CMS Energy position peaked at $5.9K in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.