Summit Trail Advisors’s CMS Energy CMS Stock Holding History

Summit Trail Advisors’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	$1.83M	Buy	23,589 +7,473	+46%	+$555K	0.03%	595
2025 Q4	$1.13M	Sell	16,116 -2,718	-14%	-$198K	0.02%	744
2025 Q3	$1.38M	Buy	18,834 +10,500	+126%	+$754K	0.02%	654
2025 Q2	$577K	Buy	+8,334	New	+$594K	0.01%	680
2024 Q4	–	Sell	-6,551	Closed	-$463K	–	470
2024 Q3	$463K	Buy	6,551 +2,976	+83%	+$195K	0.01%	413
2024 Q2	$213K	Buy	+3,575	New	+$216K	0.01%	578
2018 Q1	–	Sell	-1,167	Closed	-$52K	–	675
2017 Q4	$52K	Buy	+1,167	New	+$56.5K	0.01%	804

Other funds holding CMS

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's CMS Position: Q1 2026 in Review

Summit Trail Advisors increased its CMS Energy (CMS) stake by 46% in Q1 2026, buying an estimated $555K and bringing the position to 23,589 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #595.

Summit Trail Advisors first reported a position in CMS in Q4 2017 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Summit Trail Advisors held 23,589 shares of CMS Energy worth $1.83M as of Q1 2026.
Summit Trail Advisors bought 7,473 CMS Energy shares in Q1 2026, an estimated $555K.
CMS Energy made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #595 holding.
Summit Trail Advisors first reported a position in CMS Energy in Q4 2017 and has held it in 7 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.