Trust Company of Vermont’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $37.4K | Hold |
535
| – | – | ﹤0.01% | 622 |
|
|
2025
Q3 | $39.2K | Hold |
535
| – | – | ﹤0.01% | 599 |
|
|
2025
Q2 | $37.1K | Buy |
535
+300
| +128% | +$21.4K | ﹤0.01% | 593 |
|
|
2025
Q1 | $17.7K | Sell |
235
-77
| -25% | -$5.38K | ﹤0.01% | 690 |
|
|
2024
Q4 | $20.8K | Buy |
312
+163
| +109% | +$11.2K | ﹤0.01% | 672 |
|
|
2024
Q3 | $10.5K | Buy |
+149
| New | +$9.78K | ﹤0.01% | 747 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$53 | – | 818 |
|
|
2023
Q3 | $53 | Hold |
1
| – | – | ﹤0.01% | 805 |
|
|
2023
Q2 | $59 | Hold |
1
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $61 | Hold |
1
| – | – | ﹤0.01% | 867 |
|
|
2022
Q4 | $63 | Hold |
1
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $0 | Buy |
+1
| New | +$67 | ﹤0.01% | 973 |
|
|
2020
Q2 | – | Sell |
-275
| Closed | -$16K | – | 774 |
|
|
2020
Q1 | $16K | Sell |
275
-69
| -20% | -$4.42K | ﹤0.01% | 591 |
|
|
2019
Q4 | $22K | Hold |
344
| – | – | ﹤0.01% | 595 |
|
|
2019
Q3 | $22K | Hold |
344
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $20K | Hold |
344
| – | – | ﹤0.01% | 628 |
|
|
2019
Q1 | $19K | Sell |
344
-229
| -40% | -$12.1K | ﹤0.01% | 614 |
|
|
2018
Q4 | $28K | Buy |
573
+37
| +7% | +$1.87K | ﹤0.01% | 554 |
|
|
2018
Q3 | $26K | Hold |
536
| – | – | ﹤0.01% | 627 |
|
|
2018
Q2 | $25K | Buy |
536
+261
| +95% | +$11.8K | ﹤0.01% | 649 |
|
|
2018
Q1 | $12K | Hold |
275
| – | – | ﹤0.01% | 728 |
|
|
2017
Q4 | $13K | Hold |
275
| – | – | ﹤0.01% | 720 |
|
|
2017
Q3 | $13K | Sell |
275
-50
| -15% | -$2.36K | ﹤0.01% | 697 |
|
|
2017
Q2 | $15K | Buy |
325
+50
| +18% | +$2.31K | ﹤0.01% | 685 |
|
|
2017
Q1 | $12K | Hold |
275
| – | – | ﹤0.01% | 680 |
|
|
2016
Q4 | $11K | Hold |
275
| – | – | ﹤0.01% | 689 |
|
|
2016
Q3 | $12K | Hold |
275
| – | – | ﹤0.01% | 642 |
|
|
2016
Q2 | $13K | Hold |
275
| – | – | ﹤0.01% | 578 |
|
|
2016
Q1 | $12K | Hold |
275
| – | – | ﹤0.01% | 573 |
|
|
2015
Q4 | $10K | Hold |
275
| – | – | ﹤0.01% | 620 |
|
|
2015
Q3 | $10K | Hold |
275
| – | – | ﹤0.01% | 620 |
|
|
2015
Q2 | $9K | Hold |
275
| – | – | ﹤0.01% | 657 |
|
|
2015
Q1 | $10K | Hold |
275
| – | – | ﹤0.01% | 628 |
|
|
2014
Q4 | $10K | Hold |
275
| – | – | ﹤0.01% | 631 |
|
|
2014
Q3 | $8K | Hold |
275
| – | – | ﹤0.01% | 669 |
|
|
2014
Q2 | $9K | Hold |
275
| – | – | ﹤0.01% | 639 |
|
|
2014
Q1 | $8K | Hold |
275
| – | – | ﹤0.01% | 638 |
|
|
2013
Q4 | $7K | Hold |
275
| – | – | ﹤0.01% | 625 |
|
|
2013
Q3 | $7K | Hold |
275
| – | – | ﹤0.01% | 615 |
|
|
2013
Q2 | $7K | Buy |
+275
| New | +$7.72K | ﹤0.01% | 605 |
|
Other funds holding CMS
Trust Company of Vermont's CMS Position: Q4 2025 in Review
Trust Company of Vermont held its CMS Energy (CMS) position steady in Q4 2025 at 535 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.
Trust Company of Vermont first reported a position in CMS in Q2 2013 and has held it in 39 quarters since. The position peaked at $39.2K in Q3 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.
- Trust Company of Vermont held 535 shares of CMS Energy worth $37.4K as of Q4 2025.
- Trust Company of Vermont left its CMS Energy share count unchanged in Q4 2025.
- CMS Energy made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #622 holding.
- Trust Company of Vermont first reported a position in CMS Energy in Q2 2013 and has held it in 39 quarters since.
- Trust Company of Vermont's CMS Energy position peaked at $39.2K in Q3 2025.
- 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.