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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Midwest Trust's CMS Position: Q1 2026 in Review

Midwest Trust opened a new position in CMS Energy (CMS) in Q1 2026: 2,826 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Midwest Trust previously reported a position in CMS as recently as Q3 2025.

Midwest Trust first reported a position in CMS in Q3 2025 and has held it in 2 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Midwest Trust held 2,826 shares of CMS Energy worth $219K as of Q1 2026.
  • CMS Energy was a new Midwest Trust position in Q1 2026.
  • CMS Energy made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #564 holding.
  • Midwest Trust first reported a position in CMS Energy in Q3 2025 and has held it in 2 quarters since.
  • 799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.