MassMutual Private Wealth & Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $275K | Sell |
3,593
-23
| -0.6% | -$1.72K | 0.01% | 404 |
|
|
2026
Q1 | $281K | Sell |
3,616
-218
| -6% | -$16.2K | 0.01% | 387 |
|
|
2025
Q4 | $268K | Buy |
3,834
+85
| +2% | +$6.18K | 0.01% | 393 |
|
|
2025
Q3 | $275K | Sell |
3,749
-54
| -1% | -$3.88K | 0.01% | 392 |
|
|
2025
Q2 | $263K | Buy |
3,803
+198
| +5% | +$14.1K | 0.01% | 402 |
|
|
2025
Q1 | $271K | Sell |
3,605
-127
| -3% | -$8.87K | 0.01% | 391 |
|
|
2024
Q4 | $249K | Sell |
3,732
-159
| -4% | -$10.9K | 0.01% | 415 |
|
|
2024
Q3 | $275K | Buy |
3,891
+124
| +3% | +$8.14K | 0.01% | 364 |
|
|
2024
Q2 | $224K | Buy |
3,767
+236
| +7% | +$14.3K | 0.01% | 385 |
|
|
2024
Q1 | $213K | Buy |
3,531
+6
| +0.2% | +$348 | 0.01% | 369 |
|
|
2023
Q4 | $205K | Buy |
3,525
+432
| +14% | +$24.1K | 0.01% | 373 |
|
|
2023
Q3 | $164K | Sell |
3,093
-477
| -13% | -$27.6K | 0.01% | 389 |
|
|
2023
Q2 | $210K | Sell |
3,570
-887
| -20% | -$53.5K | 0.01% | 354 |
|
|
2023
Q1 | $274K | Buy |
4,457
+261
| +6% | +$16K | 0.01% | 328 |
|
|
2022
Q4 | $266K | Buy |
4,196
+272
| +7% | +$16.1K | 0.01% | 324 |
|
|
2022
Q3 | $229K | Buy |
3,924
+2,087
| +114% | +$140K | 0.01% | 321 |
|
|
2022
Q2 | $124K | Buy |
1,837
+38
| +2% | +$2.62K | 0.01% | 362 |
|
|
2022
Q1 | $126K | Buy |
1,799
+28
| +2% | +$1.82K | ﹤0.01% | 367 |
|
|
2021
Q4 | $115K | Sell |
1,771
-245
| -12% | -$15K | ﹤0.01% | 394 |
|
|
2021
Q3 | $120K | Buy |
+2,016
| New | +$126K | 0.01% | 374 |
|
|
2021
Q2 | – | Sell |
-107
| Closed | -$7K | – | 1224 |
|
|
2021
Q1 | $7K | Buy |
+107
| New | +$6.15K | ﹤0.01% | 651 |
|
|
2020
Q3 | – | Sell |
-4,000
| Closed | -$234K | – | 739 |
|
|
2020
Q2 | $234K | Buy |
+4,000
| New | +$232K | 0.02% | 316 |
|
|
2019
Q2 | – | Sell |
-135
| Closed | -$7.5K | – | 761 |
|
|
2019
Q1 | $7.5K | Sell |
135
-1,880
| -93% | -$99.1K | ﹤0.01% | 634 |
|
|
2018
Q4 | $100K | Hold |
2,015
| – | – | 0.01% | 367 |
|
|
2018
Q3 | $98.7K | Sell |
2,015
-20
| -1% | -$975 | 0.01% | 382 |
|
|
2018
Q2 | $96.2K | Buy |
2,035
+845
| +71% | +$38.2K | 0.01% | 379 |
|
|
2018
Q1 | $53.9K | Sell |
1,190
-9
| -0.8% | -$395 | ﹤0.01% | 402 |
|
|
2017
Q4 | $56.7K | Buy |
1,199
+959
| +400% | +$46.4K | ﹤0.01% | 432 |
|
|
2017
Q3 | $11.1K | Buy |
+240
| New | +$11.3K | ﹤0.01% | 750 |
|
|
2016
Q2 | $596 | Buy |
+13
| New | +$546 | ﹤0.01% | 733 |
|
|
2014
Q2 | – | Sell |
-74
| Closed | -$2.17K | – | 548 |
|
|
2014
Q1 | $2.17K | Buy |
+74
| New | +$2.05K | ﹤0.01% | 504 |
|
Other funds holding CMS
WHRC
IGAM
VNIM
MHI
COPPSERS
MassMutual Private Wealth & Trust's CMS Position: Q2 2026 in Review
MassMutual Private Wealth & Trust reduced its CMS Energy (CMS) stake by 0.64% in Q2 2026, selling an estimated $1.72K and leaving 3,593 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #404.
MassMutual Private Wealth & Trust first reported a position in CMS in Q1 2014 and has held it in 31 quarters since. The position peaked at $281K in Q1 2026. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- MassMutual Private Wealth & Trust held 3,593 shares of CMS Energy worth $275K as of Q2 2026.
- MassMutual Private Wealth & Trust sold 23 CMS Energy shares in Q2 2026, an estimated $1.72K.
- CMS Energy made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #404 holding.
- MassMutual Private Wealth & Trust first reported a position in CMS Energy in Q1 2014 and has held it in 31 quarters since.
- MassMutual Private Wealth & Trust's CMS Energy position peaked at $281K in Q1 2026.
- 297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.