Deseret Mutual Benefit Administrators’s CMS Energy CMS Stock Holding History

Deseret Mutual Benefit Administrators’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 Q3	$48.2K	Hold	764	–	–	0.02%	420
2026 Q2	$58.4K	Hold	764	–	–	0.02%	389
2026 Q1	$59.3K	Buy	764 +359	+89%	+$26.6K	0.02%	379
2025 Q4	$28.3K	Hold	405	–	–	0.01%	413
2025 Q3	$29.7K	Hold	405	–	–	0.01%	394
2025 Q2	$28.1K	Hold	405	–	–	0.01%	393
2025 Q1	$30.4K	Hold	405	–	–	0.02%	373
2024 Q4	$27K	Hold	405	–	–	0.01%	395
2024 Q3	$28.6K	Hold	405	–	–	0.01%	376
2024 Q2	$24.1K	Hold	405	–	–	0.01%	402
2024 Q1	$24.4K	Hold	405	–	–	0.01%	411
2023 Q4	$23.5K	Sell	405 -126	-24%	-$7.04K	0.01%	393
2023 Q3	$28.2K	Hold	531	–	–	0.01%	395
2023 Q2	$31.2K	Hold	531	–	–	0.01%	391
2023 Q1	$32.6K	Hold	531	–	–	0.01%	372
2022 Q4	$33.6K	Sell	531 -442	-45%	-$26.1K	0.01%	361
2022 Q3	$57K	Sell	973 -237	-20%	-$15.9K	0.02%	368
2022 Q2	$82K	Hold	1,210	–	–	0.02%	353
2022 Q1	$85K	Sell	1,210 -240	-17%	-$15.6K	0.02%	370
2021 Q4	$94K	Hold	1,450	–	–	0.02%	377
2021 Q3	$87K	Hold	1,450	–	–	0.02%	376
2021 Q2	$86K	Buy	+1,450	New	+$90.2K	0.02%	408

Other funds holding CMS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Deseret Mutual Benefit Administrators's CMS Position: Q3 2026 in Review

Deseret Mutual Benefit Administrators held its CMS Energy (CMS) position steady in Q3 2026 at 764 shares worth $48.2K. The position accounts for 0.02% of the portfolio, ranked #420.

Deseret Mutual Benefit Administrators first reported a position in CMS in Q2 2021 and has held it in 22 quarters since. The position peaked at $94K in Q4 2021. 569 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Deseret Mutual Benefit Administrators held 764 shares of CMS Energy worth $48.2K as of Q3 2026.
Deseret Mutual Benefit Administrators left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up 0.02% of Deseret Mutual Benefit Administrators's portfolio in Q3 2026, its #420 holding.
Deseret Mutual Benefit Administrators first reported a position in CMS Energy in Q2 2021 and has held it in 22 quarters since.
Deseret Mutual Benefit Administrators's CMS Energy position peaked at $94K in Q4 2021.
569 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q3 2026, filed 4 Nov 2026.