Whittier Trust’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $155K | Sell |
2,034
-6,305
| -76% | -$473K | ﹤0.01% | 675 |
|
|
2026
Q1 | $653K | Sell |
8,339
-699
| -8% | -$51.9K | 0.01% | 409 |
|
|
2025
Q4 | $636K | Sell |
9,038
-393
| -4% | -$28.6K | 0.01% | 410 |
|
|
2025
Q3 | $682K | Buy |
9,431
+197
| +2% | +$14.2K | 0.01% | 397 |
|
|
2025
Q2 | $640K | Sell |
9,234
-98
| -1% | -$6.98K | 0.01% | 458 |
|
|
2025
Q1 | $701K | Sell |
9,332
-278
| -3% | -$19.4K | 0.01% | 432 |
|
|
2024
Q4 | $640K | Buy |
9,610
+78
| +0.8% | +$5.37K | 0.01% | 456 |
|
|
2024
Q3 | $673K | Buy |
9,532
+283
| +3% | +$18.6K | 0.01% | 452 |
|
|
2024
Q2 | $550K | Buy |
9,249
+1,715
| +23% | +$104K | 0.01% | 464 |
|
|
2024
Q1 | $455K | Buy |
7,534
+43
| +0.6% | +$2.49K | 0.01% | 502 |
|
|
2023
Q4 | $435K | Sell |
7,491
-1,334
| -15% | -$74.5K | 0.01% | 503 |
|
|
2023
Q3 | $469K | Buy |
8,825
+540
| +7% | +$31.3K | 0.01% | 477 |
|
|
2023
Q2 | $487K | Sell |
8,285
-4
| -0% | -$241 | 0.01% | 460 |
|
|
2023
Q1 | $509K | Sell |
8,289
-1,051
| -11% | -$64.6K | 0.01% | 459 |
|
|
2022
Q4 | $591K | Buy |
9,340
+1,503
| +19% | +$88.9K | 0.01% | 438 |
|
|
2022
Q3 | $457K | Buy |
7,837
+139
| +2% | +$9.35K | 0.01% | 470 |
|
|
2022
Q2 | $519K | Buy |
7,698
+317
| +4% | +$21.9K | 0.01% | 453 |
|
|
2022
Q1 | $517K | Buy |
7,381
+90
| +1% | +$5.84K | 0.01% | 486 |
|
|
2021
Q4 | $474K | Buy |
7,291
+211
| +3% | +$13K | 0.01% | 492 |
|
|
2021
Q3 | $423K | Buy |
7,080
+6,396
| +935% | +$399K | 0.01% | 491 |
|
|
2021
Q2 | $40K | Sell |
684
-1,000
| -59% | -$62.2K | ﹤0.01% | 1005 |
|
|
2021
Q1 | $103K | Buy |
1,684
+889
| +112% | +$51.1K | ﹤0.01% | 769 |
|
|
2020
Q4 | $49K | Buy |
795
+535
| +206% | +$33.4K | ﹤0.01% | 857 |
|
|
2020
Q3 | $16K | Hold |
260
| – | – | ﹤0.01% | 1051 |
|
|
2020
Q2 | $15K | Hold |
260
| – | – | ﹤0.01% | 1008 |
|
|
2020
Q1 | $15K | Sell |
260
-95
| -27% | -$6.08K | ﹤0.01% | 1037 |
|
|
2019
Q4 | $22K | Buy |
355
+343
| +2,858% | +$21.4K | ﹤0.01% | 1010 |
|
|
2019
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1427 |
|
|
2019
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q1 | $1K | Buy |
+12
| New | +$633 | ﹤0.01% | 1258 |
|
|
2018
Q2 | – | Sell |
-129
| Closed | -$6K | – | 1277 |
|
|
2018
Q1 | $6K | Hold |
129
| – | – | ﹤0.01% | 1111 |
|
|
2017
Q4 | $6K | Hold |
129
| – | – | ﹤0.01% | 1101 |
|
|
2017
Q3 | $6K | Hold |
129
| – | – | ﹤0.01% | 1102 |
|
|
2017
Q2 | $6K | Hold |
129
| – | – | ﹤0.01% | 1061 |
|
|
2017
Q1 | $6K | Buy |
+129
| New | +$5.59K | ﹤0.01% | 1101 |
|
Other funds holding CMS
Whittier Trust's CMS Position: Q2 2026 in Review
Whittier Trust reduced its CMS Energy (CMS) stake by 76% in Q2 2026, selling an estimated $473K and leaving 2,034 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #675.
Whittier Trust first reported a position in CMS in Q1 2017 and has held it in 35 quarters since. The position peaked at $701K in Q1 2025. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Whittier Trust held 2,034 shares of CMS Energy worth $155K as of Q2 2026.
- Whittier Trust sold 6,305 CMS Energy shares in Q2 2026, an estimated $473K.
- CMS Energy made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #675 holding.
- Whittier Trust first reported a position in CMS Energy in Q1 2017 and has held it in 35 quarters since.
- Whittier Trust's CMS Energy position peaked at $701K in Q1 2025.
- 816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.