Amica Mutual Insurance’s CMS Energy CMS Stock Holding History

Amica Mutual Insurance’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	$525K	Sell	6,861 -2,141	-24%	-$160K	0.04%	122
2026 Q1	$698K	Hold	9,002	–	–	0.06%	119
2025 Q4	$630K	Hold	9,002	–	–	0.05%	123
2025 Q3	$659K	Hold	9,002	–	–	0.06%	123
2025 Q2	$624K	Hold	9,002	–	–	0.06%	123
2025 Q1	$676K	Hold	9,002	–	–	0.07%	117
2024 Q4	$600K	Hold	9,002	–	–	0.06%	122
2024 Q3	$636K	Sell	9,002 -1,315	-13%	-$86.3K	0.06%	124
2024 Q2	$614K	Hold	10,317	–	–	0.06%	125
2024 Q1	$623K	Hold	10,317	–	–	0.06%	123
2023 Q4	$599K	Sell	10,317 -62,008	-86%	-$3.46M	0.06%	121
2023 Q3	$3.84M	Hold	72,325	–	–	0.45%	61
2023 Q2	$4.25M	Hold	72,325	–	–	0.48%	61
2023 Q1	$4.44M	Buy	72,325 +14,620	+25%	+$899K	0.5%	61
2022 Q4	$3.65M	Buy	57,705 +33,019	+134%	+$1.95M	0.46%	60
2022 Q3	$1.44M	Sell	24,686 -9,702	-28%	-$653K	0.2%	101
2022 Q2	$2.32M	Sell	34,388 -14,766	-30%	-$1.02M	0.29%	89
2022 Q1	$3.44M	Sell	49,154 -2,587	-5%	-$168K	0.4%	81
2021 Q4	$3.37M	Sell	51,741 -10,509	-17%	-$645K	0.28%	90
2021 Q3	$3.72M	Hold	62,250	–	–	0.39%	84
2021 Q2	$3.68M	Hold	62,250	–	–	0.39%	86
2021 Q1	$3.81M	Hold	62,250	–	–	0.43%	83
2020 Q4	$3.8M	Buy	62,250 +22,945	+58%	+$1.43M	0.42%	87
2020 Q3	$2.41M	Hold	39,305	–	–	0.29%	105
2020 Q2	$2.3M	Buy	+39,305	New	+$2.28M	0.28%	114
2017 Q1	–	Sell	-14,673	Closed	-$611K	–	374
2016 Q4	$611K	Buy	+14,673	New	+$600K	0.05%	341
2016 Q3	–	Sell	-4,762	Closed	-$218K	–	417
2016 Q2	$218K	Hold	4,762	–	–	0.02%	390
2016 Q1	$202K	Sell	4,762 -20,610	-81%	-$807K	0.02%	388
2015 Q4	$915K	Hold	25,372	–	–	0.08%	258
2015 Q3	$896K	Hold	25,372	–	–	0.09%	248
2015 Q2	$808K	Hold	25,372	–	–	0.07%	270
2015 Q1	$886K	Hold	25,372	–	–	0.07%	266
2014 Q4	$882K	Hold	25,372	–	–	0.07%	270
2014 Q3	$753K	Hold	25,372	–	–	0.06%	279
2014 Q2	$790K	Hold	25,372	–	–	0.06%	264
2014 Q1	$743K	Hold	25,372	–	–	0.06%	266
2013 Q4	$679K	Hold	25,372	–	–	0.05%	266
2013 Q3	$668K	Hold	25,372	–	–	0.06%	260
2013 Q2	$689K	Buy	+25,372	New	+$712K	0.06%	257

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Amica Mutual Insurance's CMS Position: Q2 2026 in Review

Amica Mutual Insurance reduced its CMS Energy (CMS) stake by 24% in Q2 2026, selling an estimated $160K and leaving 6,861 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #122.

Amica Mutual Insurance first reported a position in CMS in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.44M in Q1 2023. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Amica Mutual Insurance held 6,861 shares of CMS Energy worth $525K as of Q2 2026.
Amica Mutual Insurance sold 2,141 CMS Energy shares in Q2 2026, an estimated $160K.
CMS Energy made up 0.04% of Amica Mutual Insurance's portfolio in Q2 2026, its #122 holding.
Amica Mutual Insurance first reported a position in CMS Energy in Q2 2013 and has held it in 39 quarters since.
Amica Mutual Insurance's CMS Energy position peaked at $4.44M in Q1 2023.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Amica Mutual Insurance's 13F filing for Q2 2026, filed 5 Aug 2026.