Eastern Bank’s CMS Energy CMS Stock Holding History

Eastern Bank’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	$12.6K	Hold	200	–	–	﹤0.01%	889
2026 Q2	$15.3K	Hold	200	–	–	﹤0.01%	812
2026 Q1	$15.5K	Hold	200	–	–	﹤0.01%	765
2025 Q4	$14K	Sell	200 -8	-4%	-$582	﹤0.01%	805
2025 Q3	$15.2K	Buy	208 +8	+4%	+$575	﹤0.01%	769
2025 Q2	$13.9K	Sell	200 -95	-32%	-$6.77K	﹤0.01%	721
2025 Q1	$22.2K	Buy	+295	New	+$20.6K	﹤0.01%	674

Other funds holding CMS

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CCM

Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Eastern Bank's CMS Position: Q3 2026 in Review

Eastern Bank held its CMS Energy (CMS) position steady in Q3 2026 at 200 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Eastern Bank first reported a position in CMS in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.2K in Q1 2025. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Eastern Bank held 200 shares of CMS Energy worth $12.6K as of Q3 2026.
Eastern Bank left its CMS Energy share count unchanged in Q3 2026.
CMS Energy made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #889 holding.
Eastern Bank first reported a position in CMS Energy in Q1 2025 and has held it in 7 quarters since.
Eastern Bank's CMS Energy position peaked at $22.2K in Q1 2025.
30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.