Midwest Trust
CMS icon

Midwest Trust’s CMS Energy CMS Stock Holding History

Midwest 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 		$228K Buy
3,607
+781
+28% +$54.8K ﹤0.01% 596
2026
Q2 		$216K Hold
2,826
– – ﹤0.01% 588
2026
Q1 		$219K Buy
+2,826
New +$210K ﹤0.01% 564
2025
Q4 		– Sell
-2,826
Closed -$207K – 592
2025
Q3 		$207K Buy
+2,826
New +$203K ﹤0.01% 572

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Midwest Trust's CMS Position: Q3 2026 in Review

Midwest Trust increased its CMS Energy (CMS) stake by 28% in Q3 2026, buying an estimated $54.8K and bringing the position to 3,607 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Midwest Trust first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Midwest Trust held 3,607 shares of CMS Energy worth $228K as of Q3 2026.
  • Midwest Trust bought 781 CMS Energy shares in Q3 2026, an estimated $54.8K.
  • CMS Energy made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #596 holding.
  • Midwest Trust first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.