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Richards, Merrill & Peterson’s CMS Energy CMS Stock Holding History

Richards, Merrill & Peterson’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
-484
Closed -$36.4K – 249
2025
Q1 		$36.4K Sell
484
-44
-8% -$3.07K 0.02% 281
2024
Q4 		$35.2K Buy
+528
New +$36.3K 0.02% 274

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richards, Merrill & Peterson's CMS Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 484 shares — an estimated $36.4K sold.

Richards, Merrill & Peterson first reported a position in CMS in Q4 2024 and held it in 2 quarters. The position peaked at $36.4K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 484 CMS Energy shares in Q2 2025, an estimated $36.4K.
  • Richards, Merrill & Peterson first reported a position in CMS Energy in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's CMS Energy position peaked at $36.4K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.