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WhitTier Trust Company’s CMS Energy CMS Stock Holding History

WhitTier Trust Company’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 		$19.8K Sell
257
-2,791
-92% -$209K ﹤0.01% 932
2026
Q1 		$239K Sell
3,048
-54
-2% -$4.01K ﹤0.01% 476
2025
Q4 		$218K Sell
3,102
-26
-0.8% -$1.89K ﹤0.01% 472
2025
Q3 		$226K Sell
3,128
-67
-2% -$4.81K ﹤0.01% 455
2025
Q2 		$221K Sell
3,195
-49
-2% -$3.49K 0.01% 509
2025
Q1 		$244K Buy
3,244
+44
+1% +$3.07K 0.01% 491
2024
Q4 		$213K Buy
3,200
+283
+10% +$19.5K 0.01% 487
2024
Q3 		$206K Sell
2,917
-20
-0.7% -$1.31K 0.01% 473
2024
Q2 		$175K Sell
2,937
-33
-1% -$2K ﹤0.01% 478
2024
Q1 		$179K Buy
2,970
+65
+2% +$3.77K 0.01% 482
2023
Q4 		$169K Buy
2,905
+114
+4% +$6.37K 0.01% 490
2023
Q3 		$148K Buy
2,791
+64
+2% +$3.71K 0.01% 491
2023
Q2 		$160K Sell
2,727
-21
-0.8% -$1.27K 0.01% 493
2023
Q1 		$169K Buy
2,748
+255
+10% +$15.7K 0.01% 481
2022
Q4 		$158K Buy
2,493
+12
+0.5% +$709 0.01% 483
2022
Q3 		$144K Sell
2,481
-193
-7% -$13K 0.01% 501
2022
Q2 		$180K Buy
2,674
+560
+26% +$38.7K 0.01% 475
2022
Q1 		$148K Buy
2,114
+552
+35% +$35.8K 0.01% 506
2021
Q4 		$102K Buy
1,562
+247
+19% +$15.2K ﹤0.01% 567
2021
Q3 		$79K Buy
1,315
+1,165
+777% +$72.7K ﹤0.01% 595
2021
Q2 		$9K Buy
+150
New +$9.33K ﹤0.01% 877

Other funds holding CMS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WhitTier Trust Company's CMS Position: Q2 2026 in Review

WhitTier Trust Company reduced its CMS Energy (CMS) stake by 92% in Q2 2026, selling an estimated $209K and leaving 257 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

WhitTier Trust Company first reported a position in CMS in Q2 2021 and has held it in 21 quarters since. The position peaked at $244K in Q1 2025. 395 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • WhitTier Trust Company held 257 shares of CMS Energy worth $19.8K as of Q2 2026.
  • WhitTier Trust Company sold 2,791 CMS Energy shares in Q2 2026, an estimated $209K.
  • CMS Energy made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #932 holding.
  • WhitTier Trust Company first reported a position in CMS Energy in Q2 2021 and has held it in 21 quarters since.
  • WhitTier Trust Company's CMS Energy position peaked at $244K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.