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Laird Norton Wetherby Trust Company’s CMS Energy CMS Stock Holding History

Laird Norton Wetherby Trust Company’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 		$706K Sell
9,234
-50
-0.5% -$3.75K 0.01% 615
2026
Q1 		$720K Buy
9,284
+33
+0.4% +$2.45K 0.02% 580
2025
Q4 		$647K Buy
+9,251
New +$673K 0.01% 621

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

Laird Norton Wetherby Trust Company's CMS Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its CMS Energy (CMS) stake by 0.54% in Q2 2026, selling an estimated $3.75K and leaving 9,234 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #615.

Laird Norton Wetherby Trust Company first reported a position in CMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $720K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 9,234 shares of CMS Energy worth $706K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 50 CMS Energy shares in Q2 2026, an estimated $3.75K.
  • CMS Energy made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #615 holding.
  • Laird Norton Wetherby Trust Company first reported a position in CMS Energy in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's CMS Energy position peaked at $720K in Q1 2026.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.