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Amica Retiree Medical Trust’s CMS Energy CMS Stock Holding History

Amica Retiree Medical Trust’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 		$66K Hold
905
– – 0.09% 121
2025
Q2 		$63K Hold
905
– – 0.09% 120
2025
Q1 		$68K Sell
905
-161
-15% -$11.2K 0.1% 114
2024
Q4 		$71K Hold
1,066
– – 0.07% 123
2024
Q3 		$75K Buy
+1,066
New +$70K 0.06% 125
2023
Q3 		$469K Hold
8,822
– – 0.55% 59
2023
Q2 		$518K Hold
8,822
– – 0.58% 61
2023
Q1 		$541K Buy
8,822
+1,895
+27% +$116K 0.57% 61
2022
Q4 		$439K Buy
6,927
+3,964
+134% +$234K 0.56% 61
2022
Q3 		$173K Sell
2,963
-1,166
-28% -$78.4K 0.22% 102
2022
Q2 		$279K Sell
4,129
-1,953
-32% -$135K 0.32% 90
2022
Q1 		$425K Hold
6,082
– – 0.4% 81
2021
Q4 		$396K Sell
6,082
-739
-11% -$45.4K 0.34% 88
2021
Q3 		$407K Sell
6,821
-2,988
-30% -$186K 0.37% 86
2021
Q2 		$580K Hold
9,809
– – 0.37% 88
2021
Q1 		$601K Hold
9,809
– – 0.41% 86
2020
Q4 		$598K Buy
9,809
+3,698
+61% +$231K 0.42% 85
2020
Q3 		$375K Hold
6,111
– – 0.29% 98
2020
Q2 		$357K Buy
+6,111
New +$354K 0.28% 107
2017
Q1 		– Sell
-1,648
Closed -$69K – 374
2016
Q4 		$69K Buy
+1,648
New +$67.4K 0.05% 327
2016
Q3 		– Sell
-2,408
Closed -$110K – 414
2016
Q2 		$110K Hold
2,408
– – 0.09% 243
2016
Q1 		$102K Hold
2,408
– – 0.09% 248
2015
Q4 		$87K Hold
2,408
– – 0.08% 267
2015
Q3 		$85K Hold
2,408
– – 0.08% 263
2015
Q2 		$77K Hold
2,408
– – 0.07% 272
2015
Q1 		$84K Hold
2,408
– – 0.07% 268
2014
Q4 		$84K Hold
2,408
– – 0.07% 266
2014
Q3 		$71K Hold
2,408
– – 0.06% 278
2014
Q2 		$75K Hold
2,408
– – 0.06% 266
2014
Q1 		$71K Hold
2,408
– – 0.06% 263
2013
Q4 		$64K Buy
+2,408
New +$64.8K 0.06% 268

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amica Retiree Medical Trust's CMS Position: Q3 2025 in Review

Amica Retiree Medical Trust held its CMS Energy (CMS) position steady in Q3 2025 at 905 shares worth $66K. The position accounts for 0.09% of the portfolio, ranked #121.

Amica Retiree Medical Trust first reported a position in CMS in Q4 2013 and has held it in 31 quarters since. The position peaked at $601K in Q1 2021. 777 funds tracked by Wall St. Rank hold CMS as of Q3 2025.

  • Amica Retiree Medical Trust held 905 shares of CMS Energy worth $66K as of Q3 2025.
  • Amica Retiree Medical Trust left its CMS Energy share count unchanged in Q3 2025.
  • CMS Energy made up 0.09% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #121 holding.
  • Amica Retiree Medical Trust first reported a position in CMS Energy in Q4 2013 and has held it in 31 quarters since.
  • Amica Retiree Medical Trust's CMS Energy position peaked at $601K in Q1 2021.
  • 777 funds tracked by Wall St. Rank held CMS Energy as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.