First American Trust
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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
Q3 		$1.27M Sell
20,091
-1,858
-8% -$130K 0.07% 165
2026
Q2 		$1.68M Sell
21,949
-1,996
-8% -$150K 0.1% 144
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 		$9.6M 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 		$9.7M 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 		$9.6M Buy
+142,709
New +$9.9M 1.52% 17

Other funds holding CMS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

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

First American Trust reduced its CMS Energy (CMS) stake by 8.5% in Q3 2026, selling an estimated $130K and leaving 20,091 shares worth $1.27M. The position accounts for 0.07% of the portfolio, ranked #165.

First American Trust first reported a position in CMS in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.4M in Q3 2024. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • First American Trust held 20,091 shares of CMS Energy worth $1.27M as of Q3 2026.
  • First American Trust sold 1,858 CMS Energy shares in Q3 2026, an estimated $130K.
  • CMS Energy made up 0.07% of First American Trust's portfolio in Q3 2026, its #165 holding.
  • First American Trust first reported a position in CMS Energy in Q2 2022 and has held it in 18 quarters since.
  • First American Trust's CMS Energy position peaked at $11.4M in Q3 2024.
  • 671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on First American Trust's 13F filing for Q3 2026, filed 12 Nov 2026.