Essex Savings Bank’s CMS Energy CMS Stock Holding History

Essex Savings 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 Q1	$254K	Sell	3,268 -5	-0.2%	-$371	0.06%	251
2025 Q4	$229K	Sell	3,273 -210	-6%	-$15.3K	0.05%	279
2025 Q3	$255K	Buy	3,483 +22	+0.6%	+$1.58K	0.06%	259
2025 Q2	$240K	Buy	3,461 +2	+0.1%	+$142	0.06%	265
2025 Q1	$260K	Sell	3,459 -49	-1%	-$3.42K	0.06%	234
2024 Q4	$234K	Sell	3,508 -31	-0.9%	-$2.13K	0.06%	253
2024 Q3	$250K	Sell	3,539 -29	-0.8%	-$1.9K	0.06%	248
2024 Q2	$212K	Sell	3,568 -3	-0.1%	-$182	0.06%	249
2024 Q1	$207K	Hold	3,571	–	–	0.06%	251
2023 Q4	$207K	Buy	+3,571	New	+$199K	0.06%	251
2022 Q3	–	Sell	-2,962	Closed	-$200K	–	210
2022 Q2	$200K	Sell	2,962 -40	-1%	-$2.76K	0.08%	210
2022 Q1	$210K	Buy	+3,002	New	+$195K	0.07%	212
2019 Q3	–	Sell	-925	Closed	-$53K	–	259
2019 Q2	$53K	Buy	925 +901	+3,754%	+$50.6K	0.02%	429
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	631
2018 Q4	$1K	Buy	+24	New	+$1.21K	﹤0.01%	642

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return