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First Citizens Bank & Trust’s CMS Energy CMS Stock Holding History

First Citizens Bank & 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
Q2 		– Sell
-2,630
Closed -$204K – 652
2026
Q1 		$204K Buy
+2,630
New +$195K ﹤0.01% 626
2025
Q4 		– Sell
-3,479
Closed -$255K – 646
2025
Q3 		$255K Sell
3,479
-82,845
-96% -$5.95M 0.01% 573
2025
Q2 		$5.98M Buy
86,324
+22,695
+36% +$1.62M 0.11% 104
2025
Q1 		$4.78M Buy
63,629
+4,693
+8% +$328K 0.12% 111
2024
Q4 		$3.93M Sell
58,936
-1,761
-3% -$121K 0.07% 121
2024
Q3 		$4.29M Buy
60,697
+883
+1% +$57.9K 0.09% 124
2024
Q2 		$3.56M Buy
59,814
+1,892
+3% +$115K 0.07% 127
2024
Q1 		$3.5M Buy
57,922
+9,340
+19% +$541K 0.07% 135
2023
Q4 		$2.82M Sell
48,582
-2,324
-5% -$130K 0.05% 137
2023
Q3 		$2.7M Sell
50,906
-320
-0.6% -$18.5K 0.05% 129
2023
Q2 		$3.01M Buy
51,226
+12,424
+32% +$749K 0.06% 127
2023
Q1 		$2.38M Buy
38,802
+8,598
+28% +$529K 0.05% 139
2022
Q4 		$1.91M Buy
30,204
+9,605
+47% +$568K 0.06% 140
2022
Q3 		$1.2M Sell
20,599
-5,327
-21% -$358K 0.04% 167
2022
Q2 		$1.75M Buy
+25,926
New +$1.79M 0.06% 126
2013
Q4 		– Sell
-27,838
Closed -$733K – 424
2013
Q3 		$733K Sell
27,838
-523
-2% -$14.2K 0.03% 543
2013
Q2 		$771K Buy
+28,361
New +$796K 0.03% 490

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Citizens Bank & Trust's CMS Position: Q2 2026 in Review

First Citizens Bank & Trust sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 2,630 shares — an estimated $204K sold.

First Citizens Bank & Trust first reported a position in CMS in Q2 2013 and held it in 17 quarters. The position peaked at $5.98M in Q2 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • First Citizens Bank & Trust reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 2,630 CMS Energy shares in Q2 2026, an estimated $204K.
  • First Citizens Bank & Trust first reported a position in CMS Energy in Q2 2013 and held it in 17 quarters.
  • First Citizens Bank & Trust's CMS Energy position peaked at $5.98M in Q2 2025.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.