First American Bank’s CMS Energy CMS Stock Holding History

First American 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	$333K	Sell	5,274 -81,654	-94%	-$5.73M	0.02%	189
2026 Q2	$6.65M	Buy	86,928 +905	+1%	+$67.8K	0.37%	54
2026 Q1	$6.67M	Buy	86,023 +1,409	+2%	+$105K	0.42%	54
2025 Q4	$5.92M	Buy	84,614 +1,370	+2%	+$100K	0.36%	58
2025 Q3	$6.1M	Buy	83,244 +1,942	+2%	+$139K	0.38%	55
2025 Q2	$5.63M	Buy	81,302 +653	+0.8%	+$46.5K	0.39%	57
2025 Q1	$6.06M	Buy	80,649 +798	+1%	+$55.7K	0.45%	52
2024 Q4	$5.32M	Buy	79,851 +1,673	+2%	+$115K	0.37%	59
2024 Q3	$5.52M	Buy	78,178 +7,635	+11%	+$501K	0.4%	59
2024 Q2	$4.2M	Sell	70,543 -516	-0.7%	-$31.2K	0.31%	69
2024 Q1	$4.29M	Buy	71,059 +12,002	+20%	+$696K	0.32%	73
2023 Q4	$3.43M	Buy	59,057 +5,050	+9%	+$282K	0.29%	78
2023 Q3	$2.87M	Sell	54,007 -844	-2%	-$48.9K	0.26%	81
2023 Q2	$3.22M	Buy	54,851 +6,183	+13%	+$373K	0.28%	79
2023 Q1	$2.99M	Buy	48,668 +8,518	+21%	+$524K	0.27%	78
2022 Q4	$2.54M	Buy	+40,150	New	+$2.37M	0.24%	84
2021 Q3	–	Sell	-6,318	Closed	-$373K	–	261
2021 Q2	$373K	Sell	6,318 -2,734	-30%	-$170K	0.02%	233
2021 Q1	$554K	Sell	9,052 -40,968	-82%	-$2.35M	0.03%	201
2020 Q4	$3.05M	Buy	50,020 +8,811	+21%	+$551K	0.2%	107
2020 Q3	$2.53M	Sell	41,209 -154	-0.4%	-$9.43K	0.15%	141
2020 Q2	$2.42M	Buy	41,363 +3,644	+10%	+$211K	0.15%	140
2020 Q1	$2.22M	Buy	+37,719	New	+$2.41M	0.17%	141

Other funds holding CMS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First American Bank's CMS Position: Q3 2026 in Review

First American Bank reduced its CMS Energy (CMS) stake by 94% in Q3 2026, selling an estimated $5.73M and leaving 5,274 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #189.

First American Bank first reported a position in CMS in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.67M in Q1 2026. 505 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

First American Bank held 5,274 shares of CMS Energy worth $333K as of Q3 2026.
First American Bank sold 81,654 CMS Energy shares in Q3 2026, an estimated $5.73M.
CMS Energy made up 0.02% of First American Bank's portfolio in Q3 2026, its #189 holding.
First American Bank first reported a position in CMS Energy in Q1 2020 and has held it in 22 quarters since.
First American Bank's CMS Energy position peaked at $6.67M in Q1 2026.
505 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on First American Bank's 13F filing for Q3 2026, filed 27 Oct 2026.