Croban’s CMS Energy CMS Stock Holding History

Croban’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	-14,832	Closed	-$1.04M	–	76
2025 Q4	$1.04M	Buy	14,832 +201	+1%	+$14.6K	0.5%	50
2025 Q3	$1.07M	Buy	14,631 +575	+4%	+$41.3K	0.71%	47
2025 Q2	$974K	Buy	14,056 +167	+1%	+$11.9K	0.83%	53
2025 Q1	$1.04M	Buy	13,889 +678	+5%	+$47.3K	0.96%	45
2024 Q4	$880K	Buy	+13,211	New	+$909K	0.86%	51
2023 Q4	$880K	Buy	+13,211	New	+$738K	0.87%	51

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Croban's CMS Position: Q1 2026 in Review

Croban sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 14,832 shares — an estimated $1.04M sold.

Croban first reported a position in CMS in Q4 2023 and held it in 6 quarters. The position peaked at $1.07M in Q3 2025. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Croban reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Croban sold 14,832 CMS Energy shares in Q1 2026, an estimated $1.04M.
Croban first reported a position in CMS Energy in Q4 2023 and held it in 6 quarters.
Croban's CMS Energy position peaked at $1.07M in Q3 2025.
800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.