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Trust Company of Toledo’s CMS Energy CMS Stock Holding History

Trust Company of Toledo’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 		$291K Buy
3,804
+266
+8% +$19.9K 0.02% 277
2026
Q1 		$274K Buy
3,538
+5
+0.1% +$371 0.03% 265
2025
Q4 		$247K Hold
3,533
– – 0.02% 265
2025
Q3 		$259K Sell
3,533
-1,080
-23% -$77.6K 0.03% 262
2025
Q2 		$320K Buy
+4,613
New +$329K 0.04% 232
2020
Q1 		– Sell
-3,222
Closed -$202K – 170
2019
Q4 		$202K Hold
3,222
– – 0.05% 168
2019
Q3 		$206K Buy
+3,222
New +$196K 0.05% 168
2017
Q4 		– Sell
-4,353
Closed -$202K – 194
2017
Q3 		$202K Sell
4,353
-80
-2% -$3.78K 0.05% 180
2017
Q2 		$205K Buy
+4,433
New +$205K 0.05% 181
2016
Q3 		– Sell
-5,695
Closed -$261K – 180
2016
Q2 		$261K Sell
5,695
-21
-0.4% -$882 0.08% 152
2016
Q1 		$242K Buy
+5,716
New +$224K 0.07% 154
2015
Q3 		– Sell
-41,090
Closed -$1.31M – 170
2015
Q2 		$1.31M Buy
41,090
+2,169
+6% +$72.9K 0.38% 74
2015
Q1 		$1.36M Buy
38,921
+1,482
+4% +$52.6K 0.41% 69
2014
Q4 		$1.3M Buy
37,439
+1,732
+5% +$56.6K 0.39% 76
2014
Q3 		$1.06M Sell
35,707
-5,664
-14% -$169K 0.35% 83
2014
Q2 		$1.29M Buy
41,371
+2,190
+6% +$65.2K 0.38% 74
2014
Q1 		$1.15M Buy
39,181
+12,226
+45% +$339K 0.35% 83
2013
Q4 		$721K Buy
26,955
+3,694
+16% +$99.4K 0.23% 106
2013
Q3 		$613K Buy
+23,261
New +$632K 0.22% 110

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
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
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Trust Company of Toledo's CMS Position: Q2 2026 in Review

Trust Company of Toledo increased its CMS Energy (CMS) stake by 7.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 3,804 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #277.

Trust Company of Toledo first reported a position in CMS in Q3 2013 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2015. 280 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Trust Company of Toledo held 3,804 shares of CMS Energy worth $291K as of Q2 2026.
  • Trust Company of Toledo bought 266 CMS Energy shares in Q2 2026, an estimated $19.9K.
  • CMS Energy made up 0.02% of Trust Company of Toledo's portfolio in Q2 2026, its #277 holding.
  • Trust Company of Toledo first reported a position in CMS Energy in Q3 2013 and has held it in 19 quarters since.
  • Trust Company of Toledo's CMS Energy position peaked at $1.36M in Q1 2015.
  • 280 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.