UB
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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
Q2 		$66.9K Buy
875
+86
+11% +$6.45K ﹤0.01% 1202
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
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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's CMS Position: Q2 2026 in Review

UMB Bank increased its CMS Energy (CMS) stake by 11% in Q2 2026, buying an estimated $6.45K and bringing the position to 875 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

UMB Bank first reported a position in CMS in Q4 2021 and has held it in 19 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • UMB Bank held 875 shares of CMS Energy worth $66.9K as of Q2 2026.
  • UMB Bank bought 86 CMS Energy shares in Q2 2026, an estimated $6.45K.
  • CMS Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1202 holding.
  • UMB Bank first reported a position in CMS Energy in Q4 2021 and has held it in 19 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.