Hilltop National Bank’s CMS Energy CMS Stock Holding History

Hilltop National Bank’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	$22.9K	Hold	300	–	–	﹤0.01%	582
2026 Q1	$23.3K	Hold	300	–	–	0.01%	564
2025 Q4	$21K	Hold	300	–	–	0.01%	578
2025 Q3	$22K	Hold	300	–	–	0.01%	561
2025 Q2	$20.8K	Buy	+300	New	+$21.4K	0.01%	558
2024 Q4	$20K	Hold	300	–	–	0.01%	551
2024 Q3	$21.2K	Hold	300	–	–	0.01%	567
2024 Q2	$17.9K	Hold	300	–	–	0.01%	577
2024 Q1	$18.1K	Buy	+300	New	+$17.4K	0.01%	569

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hilltop National Bank's CMS Position: Q2 2026 in Review

Hilltop National Bank held its CMS Energy (CMS) position steady in Q2 2026 at 300 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Hilltop National Bank first reported a position in CMS in Q1 2024 and has held it in 9 quarters since. The position peaked at $23.3K in Q1 2026. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Hilltop National Bank held 300 shares of CMS Energy worth $22.9K as of Q2 2026.
Hilltop National Bank left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #582 holding.
Hilltop National Bank first reported a position in CMS Energy in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's CMS Energy position peaked at $23.3K in Q1 2026.
821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.