National Bank of Canada
CMS icon

National Bank of Canada’s CMS Energy CMS Stock Holding History

National Bank of Canada’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 		$8.61M Sell
112,590
-56,833
-34% -$4.26M 0.01% 783
2026
Q1 		$13.1M Sell
169,423
-14,109
-8% -$1.05M 0.01% 614
2025
Q4 		$12.8M Buy
183,532
+59,625
+48% +$4.34M 0.01% 660
2025
Q3 		$9.08M Sell
123,907
-125,799
-50% -$9.04M 0.01% 732
2025
Q2 		$17.3M Sell
249,706
-46,970
-16% -$3.35M 0.02% 595
2025
Q1 		$22.3M Buy
296,676
+31,313
+12% +$2.19M 0.02% 488
2024
Q4 		$17.7M Sell
265,363
-627,371
-70% -$43.2M 0.02% 597
2024
Q3 		$63.1M Buy
892,734
+715,891
+405% +$47M 0.07% 248
2024
Q2 		$10.4M Sell
176,843
-83,425
-32% -$5.05M 0.01% 551
2024
Q1 		$16.4M Sell
260,268
-12,950
-5% -$751K 0.03% 471
2023
Q4 		$16.2M Sell
273,218
-92,839
-25% -$5.18M 0.03% 458
2023
Q3 		$18.8M Sell
366,057
-41,468
-10% -$2.4M 0.03% 439
2023
Q2 		$24.3M Buy
407,525
+319,472
+363% +$19.3M 0.04% 313
2023
Q1 		$5.39M Buy
88,053
+3,913
+5% +$241K 0.01% 579
2022
Q4 		$5.33M Sell
84,140
-20,081
-19% -$1.19M 0.01% 591
2022
Q3 		$6.2M Sell
104,221
-3,659
-3% -$246K 0.03% 475
2022
Q2 		$7.41M Sell
107,880
-8,431
-7% -$582K 0.03% 452
2022
Q1 		$8.41M Buy
116,311
+63,591
+121% +$4.12M 0.02% 483
2021
Q4 		$3.42M Buy
+52,720
New +$3.24M 0.01% 666

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

National Bank of Canada's CMS Position: Q2 2026 in Review

National Bank of Canada reduced its CMS Energy (CMS) stake by 34% in Q2 2026, selling an estimated $4.26M and leaving 112,590 shares worth $8.61M. The position accounts for 0.01% of the portfolio, ranked #783.

National Bank of Canada first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $63.1M in Q3 2024. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • National Bank of Canada held 112,590 shares of CMS Energy worth $8.61M as of Q2 2026.
  • National Bank of Canada sold 56,833 CMS Energy shares in Q2 2026, an estimated $4.26M.
  • CMS Energy made up 0.01% of National Bank of Canada's portfolio in Q2 2026, its #783 holding.
  • National Bank of Canada first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • National Bank of Canada's CMS Energy position peaked at $63.1M in Q3 2024.
  • 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.