Skip to main content
Livermore
Livermore
ZHEN

Boit C F David

SEC CIK
0001308331
Latest filing
Jul 30, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Boit C F David, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
7,800
Value
$596.7K
% of portfolio
0.3%
Quarters held
20
Since Q2 2021
Holdings of CMS by Boit C F David, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,800$596.7K0.3%00.0%UnchangedHolders
Q1 20267,800$605.1K0.3%00.0%UnchangedHolders
Q4 20257,800$545.9K0.2%00.0%UnchangedHolders
Q3 20257,800$571.4K0.3%00.0%UnchangedHolders
Q2 20257,800$540.4K0.3%00.0%UnchangedHolders
Q1 20257,800$585.9K0.3%00.0%UnchangedHolders
Q4 20247,800$519.9K0.3%00.0%UnchangedHolders
Q3 20247,800$555.8K0.3%00.0%UnchangedHolders
Q2 20247,800$464.3K0.2%00.0%UnchangedHolders
Q1 20247,800$474.6K0.3%00.0%UnchangedHolders
Q4 20237,800$462.5K0.3%00.0%UnchangedHolders
Q3 20237,800$394.4K0.3%00.0%UnchangedHolders
Q2 20237,800$458.3K0.3%00.0%UnchangedHolders
Q1 20237,800$480.6K0.3%00.0%UnchangedHolders
Q4 20227,800$494.0K0.4%00.0%UnchangedHolders
Q3 20227,800$454.0K0.4%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20227,800$546.0K0.4%00.0%UnchangedHolders
Q4 20217,800$507.0K0.3%00.0%UnchangedHolders
Q3 20217,800$466.0K0.3%00.0%UnchangedHolders
Q2 20217,800$461.0K0.4%–No prior filingHolders