Webster Bank’s CMS Energy CMS Stock Holding History

Webster 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	$765	Buy	+10	New	+$750	﹤0.01%	677
2024 Q2	–	Sell	-78	Closed	-$4.71K	–	620
2024 Q1	$4.71K	Buy	+78	New	+$4.52K	﹤0.01%	542
2021 Q2	–	Sell	-80	Closed	-$5K	–	527
2021 Q1	$5K	Hold	80	–	–	﹤0.01%	499
2020 Q4	$5K	Hold	80	–	–	﹤0.01%	488
2020 Q3	$5K	Hold	80	–	–	﹤0.01%	465
2020 Q2	$5K	Hold	80	–	–	﹤0.01%	455
2020 Q1	$5K	Hold	80	–	–	﹤0.01%	448
2019 Q4	$5K	Hold	80	–	–	﹤0.01%	483
2019 Q3	$5K	Buy	+80	New	+$4.86K	﹤0.01%	474
2018 Q4	–	Sell	-530	Closed	-$26K	–	502
2018 Q3	$26K	Sell	530 -900	-63%	-$43.9K	﹤0.01%	380
2018 Q2	$68K	Hold	1,430	–	–	0.01%	295
2018 Q1	$65K	Hold	1,430	–	–	0.01%	305
2017 Q4	$68K	Hold	1,430	–	–	0.01%	326
2017 Q3	$66K	Sell	1,430 -35	-2%	-$1.65K	0.01%	329
2017 Q2	$68K	Hold	1,465	–	–	0.01%	326
2017 Q1	$66K	Hold	1,465	–	–	0.01%	337
2016 Q4	$61K	Buy	+1,465	New	+$59.9K	0.01%	333

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

Webster Bank's CMS Position: Q2 2026 in Review

Webster Bank opened a new position in CMS Energy (CMS) in Q2 2026: 10 shares worth $765. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Webster Bank previously reported a position in CMS as recently as Q1 2024.

Webster Bank first reported a position in CMS in Q4 2016 and has held it in 17 quarters since. The position peaked at $68K in Q2 2018. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Webster Bank held 10 shares of CMS Energy worth $765 as of Q2 2026.
CMS Energy was a new Webster Bank position in Q2 2026.
CMS Energy made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #677 holding.
Webster Bank first reported a position in CMS Energy in Q4 2016 and has held it in 17 quarters since.
Webster Bank's CMS Energy position peaked at $68K in Q2 2018.
819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.