UMB Bank’s CMS Energy CMS Stock Holding History

UMB Bank’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	$61.2K	Sell	789 -128	-14%	-$9.5K	﹤0.01%	1175
2025 Q4	$64.1K	Buy	917 +73	+9%	+$5.31K	﹤0.01%	1145
2025 Q3	$61.8K	Buy	844 +267	+46%	+$19.2K	﹤0.01%	1068
2025 Q2	$40K	Buy	577 +138	+31%	+$9.83K	﹤0.01%	1192
2025 Q1	$33K	Buy	439 +113	+35%	+$7.89K	﹤0.01%	1208
2024 Q4	$21.7K	Buy	326 +208	+176%	+$14.3K	﹤0.01%	1224
2024 Q3	$8.33K	Buy	118 +10	+9%	+$656	﹤0.01%	1548
2024 Q2	$6.43K	Buy	108 +58	+116%	+$3.51K	﹤0.01%	1361
2024 Q1	$3.02K	Hold	50	–	–	﹤0.01%	1447
2023 Q4	$2.9K	Buy	50 +2	+4%	+$112	﹤0.01%	1463
2023 Q3	$2.55K	Sell	48 -49	-51%	-$2.84K	﹤0.01%	1505
2023 Q2	$5.7K	Buy	97 +19	+24%	+$1.15K	﹤0.01%	1394
2023 Q1	$4.79K	Sell	78 -41	-34%	-$2.52K	﹤0.01%	1419
2022 Q4	$8K	Hold	119	–	–	﹤0.01%	1352
2022 Q3	$7K	Sell	119 -19	-14%	-$1.28K	﹤0.01%	1395
2022 Q2	$9K	Hold	138	–	–	﹤0.01%	1417
2022 Q1	$10K	Hold	138	–	–	﹤0.01%	1479
2021 Q4	$9K	Buy	+138	New	+$8.47K	﹤0.01%	1467

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 $653B AUM 32.41% 1-Year Est. Return