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Dixon Mitchell Investment Counsel’s CMS Energy CMS Stock Holding History

Dixon Mitchell Investment Counsel’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 		$92.6K Hold
1,194
– – ﹤0.01% 111
2025
Q4 		$83.5K Buy
+1,194
New +$86.8K ﹤0.01% 106

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Mitchell Investment Counsel's CMS Position: Q1 2026 in Review

Dixon Mitchell Investment Counsel held its CMS Energy (CMS) position steady in Q1 2026 at 1,194 shares worth $92.6K. The position accounts for ﹤0.01% of the portfolio, ranked #111.

Dixon Mitchell Investment Counsel first reported a position in CMS in Q4 2025 and has held it in 2 quarters since. 800 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Dixon Mitchell Investment Counsel held 1,194 shares of CMS Energy worth $92.6K as of Q1 2026.
  • Dixon Mitchell Investment Counsel left its CMS Energy share count unchanged in Q1 2026.
  • CMS Energy made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q1 2026, its #111 holding.
  • Dixon Mitchell Investment Counsel first reported a position in CMS Energy in Q4 2025 and has held it in 2 quarters since.
  • 800 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q1 2026, filed 14 May 2026.