Trust Company of Vermont’s CMS Energy CMS Stock Holding History

Trust Company of Vermont’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37.1K	Buy	535 +300	+128%	+$20.8K	﹤0.01%	593
2025 Q1	$17.7K	Sell	235 -77	-25%	-$5.78K	﹤0.01%	690
2024 Q4	$20.8K	Buy	312 +163	+109%	+$10.9K	﹤0.01%	672
2024 Q3	$10.5K	Buy	+149	New	+$10.5K	﹤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	–	﹤0.01%	973
2020 Q2	–	Sell	-275	Closed	-$16K	–	774
2020 Q1	$16K	Sell	275 -69	-20%	-$4.02K	﹤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%	-$12.6K	﹤0.01%	614
2018 Q4	$28K	Buy	573 +37	+7%	+$1.81K	﹤0.01%	554
2018 Q3	$26K	Hold	536	–	–	﹤0.01%	627
2018 Q2	$25K	Buy	536 +261	+95%	+$12.2K	﹤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	+$7K	﹤0.01%	605