Zions Bancorporation, National Association’s CMS Energy CMS Stock Holding History

Zions Bancorporation, National Association’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	$312K	Sell	4,077 -124	-3%	-$9.29K	0.02%	321
2026 Q1	$326K	Sell	4,201 -3,608	-46%	-$268K	0.02%	298
2025 Q4	$546K	Buy	7,809 +1,839	+31%	+$134K	0.03%	308
2025 Q3	$437K	Sell	5,970 -3,816	-39%	-$274K	0.02%	297
2025 Q2	$678K	Buy	9,786 +36	+0.4%	+$2.56K	0.04%	252
2025 Q1	$732K	Buy	+9,750	New	+$681K	0.05%	238

Other funds holding CMS

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

IGAM

iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Zions Bancorporation, National Association's CMS Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its CMS Energy (CMS) stake by 3% in Q2 2026, selling an estimated $9.29K and leaving 4,077 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #321.

Zions Bancorporation, National Association first reported a position in CMS in Q1 2025 and has held it in 6 quarters since. The position peaked at $732K in Q1 2025. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Zions Bancorporation, National Association held 4,077 shares of CMS Energy worth $312K as of Q2 2026.
Zions Bancorporation, National Association sold 124 CMS Energy shares in Q2 2026, an estimated $9.29K.
CMS Energy made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #321 holding.
Zions Bancorporation, National Association first reported a position in CMS Energy in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's CMS Energy position peaked at $732K in Q1 2025.
297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.