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BOLTON SECURITIES CORPORATION’s CMS Energy CMS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$21.3K Buy
+275
New +$20.4K ﹤0.01% 1440
2025
Q3 		$20.1K Buy
+275
New +$19.8K ﹤0.01% 1381
2025
Q1 		$20.7K Buy
+275
New +$19.2K ﹤0.01% 1274

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 $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CMS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in CMS Energy (CMS) in Q1 2026: 275 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CMS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CMS in Q1 2025 and has held it in 3 quarters since. 807 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 275 shares of CMS Energy worth $21.3K as of Q1 2026.
  • CMS Energy was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • CMS Energy made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1440 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in CMS Energy in Q1 2025 and has held it in 3 quarters since.
  • 807 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.