Moody National Bank Trust Division’s CMS Energy CMS Stock Holding History

Moody National Bank Trust Division’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	$594K	Buy	7,770 +41	+0.5%	+$3.07K	0.05%	319
2026 Q1	$600K	Buy	7,729 +100	+1%	+$7.42K	0.06%	314
2025 Q4	$533K	Sell	7,629 -3,940	-34%	-$287K	0.05%	334
2025 Q3	$848K	Sell	11,569 -1,085	-9%	-$77.9K	0.07%	286
2025 Q2	$877K	Buy	12,654 +210	+2%	+$15K	0.08%	269
2025 Q1	$935K	Sell	12,444 -98	-0.8%	-$6.84K	0.1%	243
2024 Q4	$836K	Sell	12,542 -683	-5%	-$47K	0.09%	272
2024 Q3	$934K	Sell	13,225 -2,038	-13%	-$134K	0.1%	240
2024 Q2	$909K	Buy	15,263 +376	+3%	+$22.8K	0.07%	209
2024 Q1	$898K	Buy	14,887 +84	+0.6%	+$4.87K	0.07%	215
2023 Q4	$860K	Sell	14,803 -4,631	-24%	-$259K	0.07%	229
2023 Q3	$1.03M	Buy	19,434 +2,815	+17%	+$163K	0.07%	215
2023 Q2	$976K	Sell	16,619 -12	-0.1%	-$724	0.07%	215
2023 Q1	$1.02M	Buy	16,631 +191	+1%	+$11.7K	0.09%	201
2022 Q4	$1.04M	Buy	16,440 +472	+3%	+$27.9K	0.09%	188
2022 Q3	$930K	Hold	15,968	–	–	0.1%	194
2022 Q2	$1.08M	Sell	15,968 -12,392	-44%	-$856K	0.11%	159
2022 Q1	$1.98M	Sell	28,360 -3,479	-11%	-$226K	0.06%	116
2021 Q4	$2.07M	Sell	31,839 -80,967	-72%	-$4.97M	0.06%	120
2021 Q3	$6.74M	Sell	112,806 -127	-0.1%	-$7.92K	0.1%	123
2021 Q2	$6.67M	Sell	112,933 -837	-0.7%	-$52.1K	0.14%	132
2021 Q1	$6.96M	Sell	113,770 -1,013	-0.9%	-$58.2K	0.17%	117
2020 Q4	$7M	Hold	114,783	–	–	0.18%	111
2020 Q3	$7.05M	Hold	114,783	–	–	0.22%	96
2020 Q2	$6.71M	Hold	114,783	–	–	0.21%	95
2020 Q1	$6.74M	Sell	114,783 -495	-0.4%	-$31.7K	0.24%	78
2019 Q4	$7.24M	Hold	115,278	–	–	0.19%	90
2019 Q3	$7.37M	Hold	115,278	–	–	0.21%	84
2019 Q2	$6.68M	Hold	115,278	–	–	0.19%	93
2019 Q1	$6.4M	Sell	115,278 -879	-0.8%	-$46.3K	0.18%	98
2018 Q4	$5.77M	Buy	116,157 +249	+0.2%	+$12.6K	0.16%	99
2018 Q3	$5.68M	Buy	115,908 +97,910	+544%	+$4.77M	0.14%	122
2018 Q2	$851K	Hold	17,998	–	–	0.04%	85
2018 Q1	$815K	Sell	17,998 -285	-2%	-$12.5K	0.04%	87
2017 Q4	$865K	Hold	18,283	–	–	0.04%	84
2017 Q3	$847K	Sell	18,283 -3,600	-16%	-$170K	0.04%	82
2017 Q2	$1.01M	Hold	21,883	–	–	0.05%	82
2017 Q1	$979K	Hold	21,883	–	–	0.05%	82
2016 Q4	$911K	Hold	21,883	–	–	0.04%	82
2016 Q3	$920K	Hold	21,883	–	–	0.05%	80
2016 Q2	$1M	Hold	21,883	–	–	0.06%	72
2016 Q1	$929K	Hold	21,883	–	–	0.06%	73
2015 Q4	$790K	Hold	21,883	–	–	0.06%	81
2015 Q3	$773K	Hold	21,883	–	–	0.06%	85
2015 Q2	$697K	Hold	21,883	–	–	0.05%	105
2015 Q1	$764K	Buy	21,883 +125	+0.6%	+$4.44K	0.06%	96
2014 Q4	$756K	Hold	21,758	–	–	0.05%	109
2014 Q3	$646K	Sell	21,758 -67	-0.3%	-$2K	0.04%	115
2014 Q2	$680K	Hold	21,825	–	–	0.05%	120
2014 Q1	$639K	Sell	21,825 -200	-0.9%	-$5.54K	0.04%	120
2013 Q4	$590K	Sell	22,025 -65	-0.3%	-$1.75K	0.04%	130
2013 Q3	$581K	Sell	22,090 -825	-4%	-$22.4K	0.05%	121
2013 Q2	$623K	Buy	+22,915	New	+$643K	0.05%	104

Other funds holding CMS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Moody National Bank Trust Division's CMS Position: Q2 2026 in Review

Moody National Bank Trust Division increased its CMS Energy (CMS) stake by 0.53% in Q2 2026, buying an estimated $3.07K and bringing the position to 7,770 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #319.

Moody National Bank Trust Division first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.37M in Q3 2019. 387 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Moody National Bank Trust Division held 7,770 shares of CMS Energy worth $594K as of Q2 2026.
Moody National Bank Trust Division bought 41 CMS Energy shares in Q2 2026, an estimated $3.07K.
CMS Energy made up 0.05% of Moody National Bank Trust Division's portfolio in Q2 2026, its #319 holding.
Moody National Bank Trust Division first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's CMS Energy position peaked at $7.37M in Q3 2019.
387 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.