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ESL Trust Services’s CMS Energy CMS Stock Holding History

ESL Trust Services’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
Q2 		– Sell
-22
Closed -$1.65K – 234
2025
Q1 		$1.65K Hold
22
– – ﹤0.01% 290
2024
Q4 		$1.47K Hold
22
– – ﹤0.01% 312
2024
Q3 		$1.55K Hold
22
– – ﹤0.01% 225
2024
Q2 		$1.31K Buy
+22
New +$1.33K ﹤0.01% 247

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ESL Trust Services's CMS Position: Q2 2025 in Review

ESL Trust Services sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 22 shares — an estimated $1.65K sold.

ESL Trust Services first reported a position in CMS in Q2 2024 and held it in 4 quarters. The position peaked at $1.65K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • ESL Trust Services reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • ESL Trust Services sold 22 CMS Energy shares in Q2 2025, an estimated $1.65K.
  • ESL Trust Services first reported a position in CMS Energy in Q2 2024 and held it in 4 quarters.
  • ESL Trust Services's CMS Energy position peaked at $1.65K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on ESL Trust Services's 13F filing for Q2 2025, filed 13 Aug 2025.