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Country Trust Bank’s CMS Energy CMS Stock Holding History

Country Trust 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 		– Sell
-66
Closed -$4.62K – 585
2025
Q4 		$4.62K Hold
66
– – ﹤0.01% 425
2025
Q3 		$4.83K Buy
+66
New +$4.74K ﹤0.01% 427
2022
Q4 		– Sell
-100
Closed -$6K – 332
2022
Q3 		$6K Hold
100
– – ﹤0.01% 302
2022
Q2 		$7K Hold
100
– – ﹤0.01% 300
2022
Q1 		$7K Hold
100
– – ﹤0.01% 327
2021
Q4 		$7K Hold
100
– – ﹤0.01% 363
2021
Q3 		$6K Hold
100
– – ﹤0.01% 361
2021
Q2 		$6K Hold
100
– – ﹤0.01% 336
2021
Q1 		$6K Hold
100
– – ﹤0.01% 311
2020
Q4 		$6K Hold
100
– – ﹤0.01% 297
2020
Q3 		$6K Hold
100
– – ﹤0.01% 266
2020
Q2 		$6K Hold
100
– – ﹤0.01% 236
2020
Q1 		$6K Buy
+100
New +$6.4K ﹤0.01% 234

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Country Trust Bank's CMS Position: Q1 2026 in Review

Country Trust Bank sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 66 shares — an estimated $4.62K sold.

Country Trust Bank first reported a position in CMS in Q1 2020 and held it in 13 quarters. The position peaked at $7K in Q2 2022. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Country Trust Bank reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Country Trust Bank sold 66 CMS Energy shares in Q1 2026, an estimated $4.62K.
  • Country Trust Bank first reported a position in CMS Energy in Q1 2020 and held it in 13 quarters.
  • Country Trust Bank's CMS Energy position peaked at $7K in Q2 2022.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Country Trust Bank's 13F filing for Q1 2026, filed 10 Apr 2026.