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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
Q2 		$1.93M Buy
25,269
+1,680
+7% +$126K 0.02% 628
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
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

Summit Trail Advisors's CMS Position: Q2 2026 in Review

Summit Trail Advisors increased its CMS Energy (CMS) stake by 7.1% in Q2 2026, buying an estimated $126K and bringing the position to 25,269 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #628.

Summit Trail Advisors first reported a position in CMS in Q4 2017 and has held it in 8 quarters since. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Summit Trail Advisors held 25,269 shares of CMS Energy worth $1.93M as of Q2 2026.
  • Summit Trail Advisors bought 1,680 CMS Energy shares in Q2 2026, an estimated $126K.
  • CMS Energy made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #628 holding.
  • Summit Trail Advisors first reported a position in CMS Energy in Q4 2017 and has held it in 8 quarters since.
  • 820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.