Cullen/Frost Bankers’s CMS Energy CMS Stock Holding History

Cullen/Frost Bankers’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	–	1418
2025 Q4	$4.62K	Sell	66 -39	-37%	-$2.84K	﹤0.01%	1189
2025 Q3	$7.69K	Sell	105 -222	-68%	-$15.9K	﹤0.01%	1115
2025 Q2	$22.7K	Buy	+327	New	+$23.3K	﹤0.01%	900
2024 Q4	–	Sell	-800	Closed	-$56.5K	–	1358
2024 Q3	$56.5K	Hold	800	–	–	﹤0.01%	690
2024 Q2	$47.6K	Hold	800	–	–	﹤0.01%	689
2024 Q1	$48.3K	Sell	800 -18	-2%	-$1.04K	﹤0.01%	674
2023 Q4	$47.5K	Hold	818	–	–	﹤0.01%	674
2023 Q3	$43.4K	Hold	818	–	–	﹤0.01%	756
2023 Q2	$48.1K	Hold	818	–	–	﹤0.01%	735
2023 Q1	$50.2K	Hold	818	–	–	﹤0.01%	723
2022 Q4	$51.8K	Hold	818	–	–	﹤0.01%	696
2022 Q3	$48K	Hold	818	–	–	﹤0.01%	707
2022 Q2	$55K	Hold	818	–	–	﹤0.01%	689
2022 Q1	$57K	Buy	818 +18	+2%	+$1.17K	﹤0.01%	722
2021 Q4	$52K	Hold	800	–	–	﹤0.01%	743
2021 Q3	$48K	Hold	800	–	–	﹤0.01%	772
2021 Q2	$47K	Hold	800	–	–	﹤0.01%	791
2021 Q1	$49K	Hold	800	–	–	﹤0.01%	725
2020 Q4	$49K	Sell	800 -15	-2%	-$938	﹤0.01%	711
2020 Q3	$50K	Buy	815 +15	+2%	+$918	﹤0.01%	671
2020 Q2	$47K	Hold	800	–	–	﹤0.01%	663
2020 Q1	$47K	Hold	800	–	–	﹤0.01%	519
2019 Q4	$50K	Buy	+800	New	+$49.9K	﹤0.01%	592
2019 Q3	–	Sell	-45	Closed	-$3K	–	1018
2019 Q2	$3K	Sell	45 -2,049	-98%	-$115K	﹤0.01%	946
2019 Q1	$116K	Buy	+2,094	New	+$110K	﹤0.01%	453

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Cullen/Frost Bankers's CMS Position: Q1 2026 in Review

Cullen/Frost Bankers sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 66 shares — an estimated $4.62K sold.

Cullen/Frost Bankers first reported a position in CMS in Q1 2019 and held it in 25 quarters. The position peaked at $116K in Q1 2019. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Cullen/Frost Bankers reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
Cullen/Frost Bankers sold 66 CMS Energy shares in Q1 2026, an estimated $4.62K.
Cullen/Frost Bankers first reported a position in CMS Energy in Q1 2019 and held it in 25 quarters.
Cullen/Frost Bankers's CMS Energy position peaked at $116K in Q1 2019.
802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.