AIM
CMS icon

Achmea Investment Management’s CMS Energy CMS Stock Holding History

Achmea Investment Management’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
2025
Q3 		– Sell
-27,702
Closed -$1.92M – 301
2025
Q2 		$1.92M Hold
27,702
– – 0.02% 279
2025
Q1 		$2.08M Hold
27,702
– – 0.03% 273
2024
Q4 		$1.85M Buy
27,702
+2,882
+12% +$198K 0.03% 295
2024
Q3 		$1.75M Buy
+24,820
New +$1.63M 0.03% 313
2024
Q2 		– Sell
-19,265
Closed -$1.16M – 416
2024
Q1 		$1.16M Hold
19,265
– – 0.02% 352
2023
Q4 		$1.12M Sell
19,265
-4,786
-20% -$267K 0.02% 375
2023
Q3 		$1.28M Buy
24,051
+23,633
+5,654% +$1.37M 0.03% 367
2023
Q2 		$25K Hold
418
– – ﹤0.01% 610
2023
Q1 		$26K Hold
418
– – ﹤0.01% 579
2022
Q4 		$25K Hold
418
– – ﹤0.01% 601
2022
Q3 		$24K Hold
418
– – ﹤0.01% 591
2022
Q2 		$28K Hold
418
– – ﹤0.01% 576
2022
Q1 		$29K Hold
418
– – ﹤0.01% 596
2021
Q4 		$27K Hold
418
– – ﹤0.01% 332
2021
Q3 		$25K Buy
+418
New +$26.1K ﹤0.01% 569
2021
Q1 		– Sell
-6,962
Closed -$425K – 500
2020
Q4 		$425K Hold
6,962
– – 0.02% 468
2020
Q3 		$428K Buy
+6,962
New +$426K 0.02% 458
2020
Q1 		– Sell
-6,962
Closed -$437K – 314
2019
Q4 		$437K Hold
6,962
– – 0.02% 479
2019
Q3 		$445K Buy
6,962
+5,827
+513% +$354K 0.02% 446
2019
Q2 		$66K Buy
+1,135
New +$63.7K ﹤0.01% 515
2019
Q1 		– Sell
-10,041
Closed -$499K – 437
2018
Q4 		$499K Buy
+10,041
New +$507K 0.02% 386
2018
Q2 		– Sell
-18,352
Closed -$831K – 488
2018
Q1 		$831K Hold
18,352
– – 0.03% 400
2017
Q4 		$868K Hold
18,352
– – 0.03% 394
2017
Q3 		$850K Buy
18,352
+13,391
+270% +$632K 0.05% 347
2017
Q2 		$229K Buy
+4,961
New +$229K 0.01% 488

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Achmea Investment Management's CMS Position: Q3 2025 in Review

Achmea Investment Management sold out of CMS Energy (CMS) in Q3 2025, closing a stake of 27,702 shares — an estimated $1.92M sold.

Achmea Investment Management first reported a position in CMS in Q2 2017 and held it in 25 quarters. The position peaked at $2.08M in Q1 2025. 776 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Achmea Investment Management reported no remaining CMS Energy position as of Q3 2025 after selling out during the quarter.
  • Achmea Investment Management sold 27,702 CMS Energy shares in Q3 2025, an estimated $1.92M.
  • Achmea Investment Management first reported a position in CMS Energy in Q2 2017 and held it in 25 quarters.
  • Achmea Investment Management's CMS Energy position peaked at $2.08M in Q1 2025.
  • 776 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Achmea Investment Management's 13F filing for Q3 2025, filed 21 Nov 2025.