Fiduciary Trust’s CMS Energy CMS Stock Holding History

Fiduciary Trust’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	$1.09M	Sell	13,995 -37	-0.3%	-$2.75K	0.01%	401
2025 Q4	$981K	Sell	14,032 -346	-2%	-$25.2K	0.01%	417
2025 Q3	$1.05M	Buy	14,378 +369	+3%	+$26.5K	0.01%	407
2025 Q2	$971K	Buy	14,009 +218	+2%	+$15.5K	0.01%	407
2025 Q1	$1.04M	Buy	13,791 +122	+0.9%	+$8.52K	0.01%	381
2024 Q4	$911K	Sell	13,669 -500	-4%	-$34.4K	0.01%	377
2024 Q3	$1M	Buy	14,169 +4,016	+40%	+$264K	0.01%	362
2024 Q2	$604K	Hold	10,153	–	–	0.01%	420
2024 Q1	$613K	Hold	10,153	–	–	0.01%	421
2023 Q4	$590K	Sell	10,153 -23	-0.2%	-$1.28K	0.01%	423
2023 Q3	$540K	Hold	10,176	–	–	0.01%	420
2023 Q2	$598K	Buy	10,176 +35	+0.3%	+$2.11K	0.01%	414
2023 Q1	$622K	Sell	10,141 -1	-0%	-$61	0.01%	405
2022 Q4	$642K	Buy	10,142 +23	+0.2%	+$1.36K	0.01%	415
2022 Q3	$589K	Buy	10,119 +465	+5%	+$31.3K	0.01%	413
2022 Q2	$652K	Sell	9,654 -7	-0.1%	-$483	0.01%	397
2022 Q1	$676K	Buy	9,661 +4	+0%	+$259	0.01%	419
2021 Q4	$628K	Hold	9,657	–	–	0.01%	434
2021 Q3	$577K	Hold	9,657	–	–	0.01%	446
2021 Q2	$571K	Buy	9,657 +232	+2%	+$14.4K	0.01%	438
2021 Q1	$577K	Sell	9,425 -26	-0.3%	-$1.49K	0.01%	427
2020 Q4	$577K	Hold	9,451	–	–	0.01%	408
2020 Q3	$581K	Sell	9,451 -28	-0.3%	-$1.71K	0.01%	370
2020 Q2	$554K	Sell	9,479 -9	-0.1%	-$521	0.01%	367
2020 Q1	$558K	Hold	9,488	–	–	0.02%	339
2019 Q4	$596K	Hold	9,488	–	–	0.01%	354
2019 Q3	$607K	Hold	9,488	–	–	0.02%	343
2019 Q2	$550K	Hold	9,488	–	–	0.01%	340
2019 Q1	$527K	Buy	9,488 +3	+0%	+$158	0.01%	339
2018 Q4	$470K	Sell	9,485 -8	-0.1%	-$404	0.01%	328
2018 Q3	$465K	Buy	9,493 +8	+0.1%	+$390	0.01%	344
2018 Q2	$448K	Sell	9,485 -130	-1%	-$5.87K	0.01%	336
2018 Q1	$435K	Sell	9,615 -7	-0.1%	-$307	0.01%	340
2017 Q4	$455K	Hold	9,622	–	–	0.01%	325
2017 Q3	$446K	Sell	9,622 -6	-0.1%	-$283	0.01%	325
2017 Q2	$445K	Hold	9,628	–	–	0.01%	337
2017 Q1	$431K	Buy	9,628 +7	+0.1%	+$303	0.01%	341
2016 Q4	$400K	Buy	9,621 +17	+0.2%	+$695	0.01%	350
2016 Q3	$403K	Hold	9,604	–	–	0.01%	346
2016 Q2	$441K	Buy	9,604 +64	+0.7%	+$2.69K	0.02%	345
2016 Q1	$405K	Buy	9,540 +24	+0.3%	+$940	0.01%	346
2015 Q4	$343K	Buy	9,516 +5	+0.1%	+$178	0.01%	321
2015 Q3	$336K	Buy	9,511 +11	+0.1%	+$371	0.02%	311
2015 Q2	$302K	Hold	9,500	–	–	0.01%	300
2015 Q1	$332K	Hold	9,500	–	–	0.01%	287
2014 Q4	$330K	Hold	9,500	–	–	0.01%	285
2014 Q3	$282K	Hold	9,500	–	–	0.01%	285
2014 Q2	$296K	Hold	9,500	–	–	0.01%	281
2014 Q1	$278K	Hold	9,500	–	–	0.01%	281
2013 Q4	$254K	Hold	9,500	–	–	0.01%	281
2013 Q3	$250K	Hold	9,500	–	–	0.01%	276
2013 Q2	$258K	Buy	+9,500	New	+$267K	0.01%	273

Other funds holding CMS

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Trust's CMS Position: Q1 2026 in Review

Fiduciary Trust reduced its CMS Energy (CMS) stake by 0.26% in Q1 2026, selling an estimated $2.75K and leaving 13,995 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #401.

Fiduciary Trust first reported a position in CMS in Q2 2013 and has held it in 52 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Fiduciary Trust held 13,995 shares of CMS Energy worth $1.09M as of Q1 2026.
Fiduciary Trust sold 37 CMS Energy shares in Q1 2026, an estimated $2.75K.
CMS Energy made up 0.01% of Fiduciary Trust's portfolio in Q1 2026, its #401 holding.
Fiduciary Trust first reported a position in CMS Energy in Q2 2013 and has held it in 52 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.