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Greenleaf Trust’s CMS Energy CMS Stock Holding History

Greenleaf 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 		$824K Sell
10,625
-431
-4% -$32K 0.01% 380
2025
Q4 		$773K Buy
11,056
+426
+4% +$31K 0.01% 391
2025
Q3 		$779K Sell
10,630
-450
-4% -$32.3K 0.01% 398
2025
Q2 		$768K Sell
11,080
-495
-4% -$35.3K 0.01% 388
2025
Q1 		$869K Buy
11,575
+210
+2% +$14.7K 0.01% 364
2024
Q4 		$757K Sell
11,365
-29
-0.3% -$2K 0.01% 405
2024
Q3 		$805K Sell
11,394
-698
-6% -$45.8K 0.01% 388
2024
Q2 		$720K Buy
12,092
+859
+8% +$52K 0.01% 378
2024
Q1 		$678K Buy
11,233
+787
+8% +$45.6K 0.01% 386
2023
Q4 		$607K Buy
10,446
+2,503
+32% +$140K 0.01% 408
2023
Q3 		$422K Sell
7,943
-1,276
-14% -$73.9K ﹤0.01% 485
2023
Q2 		$542K Buy
9,219
+591
+7% +$35.6K 0.01% 432
2023
Q1 		$530K Sell
8,628
-9,094
-51% -$559K 0.01% 438
2022
Q4 		$1.12M Buy
17,722
+970
+6% +$57.3K 0.01% 244
2022
Q3 		$976K Buy
16,752
+26
+0.2% +$1.75K 0.01% 245
2022
Q2 		$1.13M Sell
16,726
-293
-2% -$20.2K 0.02% 219
2022
Q1 		$1.19M Buy
17,019
+145
+0.9% +$9.4K 0.01% 216
2021
Q4 		$1.1M Buy
16,874
+176
+1% +$10.8K 0.01% 228
2021
Q3 		$997K Sell
16,698
-10,295
-38% -$642K 0.01% 234
2021
Q2 		$1.59M Buy
26,993
+20,113
+292% +$1.25M 0.02% 155
2021
Q1 		$421K Buy
6,880
+17
+0.2% +$977 0.01% 432
2020
Q4 		$419K Sell
6,863
-302
-4% -$18.9K 0.01% 380
2020
Q3 		$440K Buy
7,165
+457
+7% +$28K 0.01% 313
2020
Q2 		$392K Sell
6,708
-1,746
-21% -$101K 0.01% 343
2020
Q1 		$497K Sell
8,454
-248
-3% -$15.9K 0.01% 240
2019
Q4 		$547K Buy
8,702
+302
+4% +$18.8K 0.01% 276
2019
Q3 		$537K Buy
8,400
+3,215
+62% +$195K 0.01% 269
2019
Q2 		$300K Buy
5,185
+169
+3% +$9.48K ﹤0.01% 400
2019
Q1 		$279K Buy
5,016
+215
+4% +$11.3K ﹤0.01% 400
2018
Q4 		$238K Sell
4,801
-1
-0% -$51 ﹤0.01% 413
2018
Q3 		$235K Sell
4,802
-52
-1% -$2.54K ﹤0.01% 465
2018
Q2 		$229K Buy
+4,854
New +$219K ﹤0.01% 444
2018
Q1 		– Sell
-4,652
Closed -$220K – 562
2017
Q4 		$220K Buy
4,652
+4,400
+1,746% +$213K ﹤0.01% 413
2017
Q3 		$12K Sell
252
-17,602
-99% -$831K ﹤0.01% 644
2017
Q2 		$826K Sell
17,854
-17
-0.1% -$786 0.02% 143
2017
Q1 		$800K Buy
17,871
+83
+0.5% +$3.6K 0.02% 120
2016
Q4 		$740K Sell
17,788
-67
-0.4% -$2.74K 0.02% 109
2016
Q3 		$750K Sell
17,855
-92
-0.5% -$4.02K 0.02% 103
2016
Q2 		$823K Sell
17,947
-6,229
-26% -$262K 0.02% 91
2016
Q1 		$1.03M Hold
24,176
– – 0.03% 86
2015
Q4 		$872K Buy
24,176
+3,000
+14% +$107K 0.03% 90
2015
Q3 		$748K Hold
21,176
– – 0.02% 84
2015
Q2 		$674K Sell
21,176
-150
-0.7% -$5.04K 0.02% 97
2015
Q1 		$744K Buy
+21,326
New +$757K 0.02% 94

Other funds holding CMS

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Greenleaf Trust's CMS Position: Q1 2026 in Review

Greenleaf Trust reduced its CMS Energy (CMS) stake by 3.9% in Q1 2026, selling an estimated $32K and leaving 10,625 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #380.

Greenleaf Trust first reported a position in CMS in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.59M in Q2 2021. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Greenleaf Trust held 10,625 shares of CMS Energy worth $824K as of Q1 2026.
  • Greenleaf Trust sold 431 CMS Energy shares in Q1 2026, an estimated $32K.
  • CMS Energy made up 0.01% of Greenleaf Trust's portfolio in Q1 2026, its #380 holding.
  • Greenleaf Trust first reported a position in CMS Energy in Q1 2015 and has held it in 44 quarters since.
  • Greenleaf Trust's CMS Energy position peaked at $1.59M in Q2 2021.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.