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Grove Bank & Trust’s CMS Energy CMS Stock Holding History

Grove 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
Q3 		$67.6K Hold
1,072
– – 0.01% 401
2026
Q2 		$82K Hold
1,072
– – 0.01% 373
2026
Q1 		$83.2K Hold
1,072
– – 0.01% 365
2025
Q4 		$75K Hold
1,072
– – 0.01% 372
2025
Q3 		$78.5K Hold
1,072
– – 0.01% 362
2025
Q2 		$74.3K Hold
1,072
– – 0.01% 378
2025
Q1 		$80.5K Buy
1,072
+671
+167% +$46.9K 0.01% 342
2024
Q4 		$26.7K Buy
401
+37
+10% +$2.55K ﹤0.01% 430
2024
Q3 		$25.7K Buy
364
+53
+17% +$3.48K ﹤0.01% 421
2024
Q2 		$18.5K Hold
311
– – ﹤0.01% 436
2024
Q1 		$18.8K Hold
311
– – ﹤0.01% 451
2023
Q4 		$18.1K Hold
311
– – ﹤0.01% 442
2023
Q3 		$16.5K Hold
311
– – ﹤0.01% 473
2023
Q2 		$18.3K Hold
311
– – ﹤0.01% 455
2023
Q1 		$19.1K Hold
311
– – ﹤0.01% 464
2022
Q4 		$20K Buy
+311
New +$18.4K ﹤0.01% 457
2018
Q1 		– Sell
-355
Closed -$17K – 222
2017
Q4 		$17K Hold
355
– – 0.01% 401
2017
Q3 		$16K Sell
355
-115
-24% -$5.43K 0.01% 417
2017
Q2 		$22K Buy
470
+355
+309% +$16.4K 0.01% 362
2017
Q1 		$5K Hold
115
– – ﹤0.01% 417
2016
Q4 		$5K Buy
+115
New +$4.7K ﹤0.01% 453

Other funds holding CMS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Grove Bank & Trust's CMS Position: Q3 2026 in Review

Grove Bank & Trust held its CMS Energy (CMS) position steady in Q3 2026 at 1,072 shares worth $67.6K. The position accounts for 0.01% of the portfolio, ranked #401.

Grove Bank & Trust first reported a position in CMS in Q4 2016 and has held it in 21 quarters since. The position peaked at $83.2K in Q1 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Grove Bank & Trust held 1,072 shares of CMS Energy worth $67.6K as of Q3 2026.
  • Grove Bank & Trust left its CMS Energy share count unchanged in Q3 2026.
  • CMS Energy made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #401 holding.
  • Grove Bank & Trust first reported a position in CMS Energy in Q4 2016 and has held it in 21 quarters since.
  • Grove Bank & Trust's CMS Energy position peaked at $83.2K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.