Trust Point Inc’s CMS Energy CMS Stock Holding History

Trust Point Inc’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	–	Sell	-3,540	Closed	-$248K	–	525
2025 Q4	$248K	Sell	3,540 -16	-0.4%	-$1.16K	0.02%	417
2025 Q3	$261K	Buy	+3,556	New	+$255K	0.02%	400
2025 Q1	–	Sell	-3,682	Closed	-$245K	–	477
2024 Q4	$245K	Buy	3,682 +18	+0.5%	+$1.24K	0.02%	486
2024 Q3	$259K	Hold	3,664	–	–	0.02%	435
2024 Q2	$218K	Sell	3,664 -49	-1%	-$2.97K	0.02%	463
2024 Q1	$224K	Sell	3,713 -7,492	-67%	-$434K	0.02%	481
2023 Q4	$651K	Buy	+11,205	New	+$626K	0.05%	219

Other funds holding CMS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services

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