RTC
CMS icon

Riverview Trust Company’s CMS Energy CMS Stock Holding History

Riverview Trust Company’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
-222
Closed -$16.7K – 287
2025
Q1 		$16.7K Hold
222
– – 0.02% 503
2024
Q4 		$14.8K Hold
222
– – 0.01% 550
2024
Q3 		$15.7K Hold
222
– – 0.01% 565
2024
Q2 		$13.2K Hold
222
– – 0.01% 579
2024
Q1 		$13.4K Buy
+222
New +$12.9K 0.01% 611
2023
Q4 		– Sell
-222
Closed -$11.8K – 194
2023
Q3 		$11.8K Hold
222
– – 0.01% 644
2023
Q2 		$13K Hold
222
– – 0.01% 625
2023
Q1 		$13.6K Hold
222
– – 0.01% 559
2022
Q4 		$14K Buy
+222
New +$13.1K 0.01% 464

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 $3.37T AUM 44.26% 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

Riverview Trust Company's CMS Position: Q2 2025 in Review

Riverview Trust Company sold out of CMS Energy (CMS) in Q2 2025, closing a stake of 222 shares — an estimated $16.7K sold.

Riverview Trust Company first reported a position in CMS in Q4 2022 and held it in 9 quarters. The position peaked at $16.7K in Q1 2025. 744 funds tracked by Wall St. Rank hold CMS as of Q2 2025.

  • Riverview Trust Company reported no remaining CMS Energy position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 222 CMS Energy shares in Q2 2025, an estimated $16.7K.
  • Riverview Trust Company first reported a position in CMS Energy in Q4 2022 and held it in 9 quarters.
  • Riverview Trust Company's CMS Energy position peaked at $16.7K in Q1 2025.
  • 744 funds tracked by Wall St. Rank held CMS Energy as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.