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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
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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trust Point Inc's CMS Position: Q1 2026 in Review

Trust Point Inc sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 3,540 shares — an estimated $248K sold.

Trust Point Inc first reported a position in CMS in Q4 2023 and held it in 7 quarters. The position peaked at $651K in Q4 2023. 802 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Trust Point Inc reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Trust Point Inc sold 3,540 CMS Energy shares in Q1 2026, an estimated $248K.
  • Trust Point Inc first reported a position in CMS Energy in Q4 2023 and held it in 7 quarters.
  • Trust Point Inc's CMS Energy position peaked at $651K in Q4 2023.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Trust Point Inc's 13F filing for Q1 2026, filed 15 Apr 2026.