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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
Q2 		$60.8K Sell
795
-399
-33% -$29.9K ﹤0.01% 118
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dixon Mitchell Investment Counsel's CMS Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its CMS Energy (CMS) stake by 33% in Q2 2026, selling an estimated $29.9K and leaving 795 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #118.

Dixon Mitchell Investment Counsel first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $92.6K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Dixon Mitchell Investment Counsel held 795 shares of CMS Energy worth $60.8K as of Q2 2026.
  • Dixon Mitchell Investment Counsel sold 399 CMS Energy shares in Q2 2026, an estimated $29.9K.
  • CMS Energy made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #118 holding.
  • Dixon Mitchell Investment Counsel first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Dixon Mitchell Investment Counsel's CMS Energy position peaked at $92.6K in Q1 2026.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.