HM Payson & Co’s CMS Energy CMS Stock Holding History

HM Payson & Co’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	$27.2K	Hold	356	–	–	﹤0.01%	820
2026 Q1	$27.6K	Hold	356	–	–	﹤0.01%	798
2025 Q4	$24.9K	Hold	356	–	–	﹤0.01%	802
2025 Q3	$26.1K	Buy	356 +141	+66%	+$10.1K	﹤0.01%	795
2025 Q2	$14.9K	Hold	215	–	–	﹤0.01%	824
2025 Q1	$16.1K	Buy	215 +79	+58%	+$5.52K	﹤0.01%	818
2024 Q4	$9.07K	Buy	136 +1	+0.7%	+$69	﹤0.01%	848
2024 Q3	$9.54K	Buy	135 +20	+17%	+$1.31K	﹤0.01%	841
2024 Q2	$6.85K	Buy	115 +4	+4%	+$242	﹤0.01%	870
2024 Q1	$6.7K	Hold	111	–	–	﹤0.01%	853
2023 Q4	$6.45K	Hold	111	–	–	﹤0.01%	851
2023 Q3	$5.9K	Hold	111	–	–	﹤0.01%	866
2023 Q2	$6.52K	Hold	111	–	–	﹤0.01%	837
2023 Q1	$6.81K	Hold	111	–	–	﹤0.01%	833
2022 Q4	$7.03K	Hold	111	–	–	﹤0.01%	778
2022 Q3	$6K	Hold	111	–	–	﹤0.01%	831
2022 Q2	$7K	Hold	111	–	–	﹤0.01%	855
2022 Q1	$8K	Hold	111	–	–	﹤0.01%	861
2021 Q4	$7K	Sell	111 -75	-40%	-$4.6K	﹤0.01%	901
2021 Q3	$11K	Sell	186 -112	-38%	-$6.99K	﹤0.01%	825
2021 Q2	$18K	Hold	298	–	–	﹤0.01%	752
2021 Q1	$18K	Hold	298	–	–	﹤0.01%	773
2020 Q4	$18K	Hold	298	–	–	﹤0.01%	786
2020 Q3	$18K	Hold	298	–	–	﹤0.01%	747
2020 Q2	$17K	Hold	298	–	–	﹤0.01%	685
2020 Q1	$18K	Sell	298 -56	-16%	-$3.58K	﹤0.01%	664
2019 Q4	$22K	Sell	354 -60	-14%	-$3.74K	﹤0.01%	706
2019 Q3	$26K	Buy	414 +191	+86%	+$11.6K	﹤0.01%	689
2019 Q2	$13K	Buy	+223	New	+$12.5K	﹤0.01%	781

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 $3.37T AUM 44.26% 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

HM Payson & Co's CMS Position: Q2 2026 in Review

HM Payson & Co held its CMS Energy (CMS) position steady in Q2 2026 at 356 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

HM Payson & Co first reported a position in CMS in Q2 2019 and has held it in 29 quarters since. The position peaked at $27.6K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

HM Payson & Co held 356 shares of CMS Energy worth $27.2K as of Q2 2026.
HM Payson & Co left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #820 holding.
HM Payson & Co first reported a position in CMS Energy in Q2 2019 and has held it in 29 quarters since.
HM Payson & Co's CMS Energy position peaked at $27.6K in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.