First American Trust’s CMS Energy CMS Stock Holding History

First American 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	$1.86M	Sell	23,945 -103,761	-81%	-$7.7M	0.13%	135
2025 Q4	$8.93M	Buy	127,706 +260	+0.2%	+$18.9K	0.61%	49
2025 Q3	$9.34M	Buy	127,446 +508	+0.4%	+$36.5K	0.68%	44
2025 Q2	$8.79M	Sell	126,938 -705	-0.6%	-$50.2K	0.7%	44
2025 Q1	$9.59M	Sell	127,643 -31,952	-20%	-$2.23M	0.88%	33
2024 Q4	$10.6M	Sell	159,595 -1,261	-0.8%	-$86.8K	1.06%	27
2024 Q3	$11.4M	Sell	160,856 -20,936	-12%	-$1.37M	1.13%	24
2024 Q2	$10.8M	Buy	181,792 +10,386	+6%	+$629K	1.08%	26
2024 Q1	$10.3M	Buy	171,406 +18,254	+12%	+$1.06M	1.08%	28
2023 Q4	$8.89M	Sell	153,152 -2,350	-2%	-$131K	1.1%	28
2023 Q3	$8.26M	Sell	155,502 -5,015	-3%	-$290K	1.17%	29
2023 Q2	$9.43M	Buy	160,517 +2,969	+2%	+$179K	1.3%	21
2023 Q1	$9.67M	Buy	157,548 +8,157	+5%	+$501K	1.43%	21
2022 Q4	$9.46M	Buy	149,391 +3,672	+3%	+$217K	1.47%	21
2022 Q3	$8.49M	Buy	145,719 +3,010	+2%	+$202K	1.43%	21
2022 Q2	$9.63M	Buy	+142,709	New	+$9.85M	1.52%	17

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

First American Trust's CMS Position: Q1 2026 in Review

First American Trust reduced its CMS Energy (CMS) stake by 81% in Q1 2026, selling an estimated $7.7M and leaving 23,945 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #135.

First American Trust first reported a position in CMS in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.4M in Q3 2024. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

First American Trust held 23,945 shares of CMS Energy worth $1.86M as of Q1 2026.
First American Trust sold 103,761 CMS Energy shares in Q1 2026, an estimated $7.7M.
CMS Energy made up 0.13% of First American Trust's portfolio in Q1 2026, its #135 holding.
First American Trust first reported a position in CMS Energy in Q2 2022 and has held it in 16 quarters since.
First American Trust's CMS Energy position peaked at $11.4M in Q3 2024.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.