Trust Company’s CMS Energy CMS Stock Holding History

Trust Company’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	–	Sell	-1,236	Closed	-$95.9K	–	920
2026 Q1	$95.9K	Buy	1,236 +9	+0.7%	+$668	0.01%	229
2025 Q4	$85.8K	Hold	1,227	–	–	0.01%	241
2025 Q3	$89.9K	Buy	+1,227	New	+$88.1K	0.01%	184
2018 Q4	–	Sell	-2,427	Closed	-$119K	–	330
2018 Q3	$119K	Hold	2,427	–	–	0.05%	105
2018 Q2	$115K	Hold	2,427	–	–	0.05%	110
2018 Q1	$110K	Hold	2,427	–	–	0.04%	111
2017 Q4	$115K	Hold	2,427	–	–	0.05%	104
2017 Q3	$112K	Hold	2,427	–	–	0.06%	94
2017 Q2	$112K	Hold	2,427	–	–	0.05%	110
2017 Q1	$109K	Hold	2,427	–	–	0.05%	126
2016 Q4	$101K	Hold	2,427	–	–	0.05%	124
2016 Q3	$102K	Sell	2,427 -2,460	-50%	-$107K	0.04%	133
2016 Q2	$224K	Hold	4,887	–	–	0.09%	105
2016 Q1	$207K	Hold	4,887	–	–	0.09%	104
2015 Q4	$176K	Hold	4,887	–	–	0.08%	95
2015 Q3	$173K	Hold	4,887	–	–	0.1%	88
2015 Q2	$156K	Buy	+4,887	New	+$164K	0.1%	113

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trust Company's CMS Position: Q2 2026 in Review

Trust Company sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 1,236 shares — an estimated $95.9K sold.

Trust Company first reported a position in CMS in Q2 2015 and held it in 17 quarters. The position peaked at $224K in Q2 2016. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Trust Company reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Trust Company sold 1,236 CMS Energy shares in Q2 2026, an estimated $95.9K.
Trust Company first reported a position in CMS Energy in Q2 2015 and held it in 17 quarters.
Trust Company's CMS Energy position peaked at $224K in Q2 2016.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.