TIAA Trust, National Association
CMS icon

TIAA Trust, National Association’s CMS Energy CMS Stock Holding History

TIAA Trust, National Association’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
Q1 		– Sell
-3,010
Closed -$201K – 646
2024
Q4 		$201K Buy
3,010
+124
+4% +$8.53K ﹤0.01% 633
2024
Q3 		$204K Buy
+2,886
New +$189K ﹤0.01% 624

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association's CMS Position: Q1 2025 in Review

TIAA Trust, National Association sold out of CMS Energy (CMS) in Q1 2025, closing a stake of 3,010 shares — an estimated $201K sold.

TIAA Trust, National Association first reported a position in CMS in Q3 2024 and held it in 2 quarters. The position peaked at $204K in Q3 2024. 732 funds tracked by Wall St. Rank hold CMS as of Q1 2025.

  • TIAA Trust, National Association reported no remaining CMS Energy position as of Q1 2025 after selling out during the quarter.
  • TIAA Trust, National Association sold 3,010 CMS Energy shares in Q1 2025, an estimated $201K.
  • TIAA Trust, National Association first reported a position in CMS Energy in Q3 2024 and held it in 2 quarters.
  • TIAA Trust, National Association's CMS Energy position peaked at $204K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held CMS Energy as of Q1 2025.

Based on TIAA Trust, National Association's 13F filing for Q1 2025, filed 8 May 2025.