Trifecta Capital Advisors’s CMS Energy CMS Stock Holding History

Trifecta Capital Advisors’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
2026 Q3	–	Sell	-2	Closed	-$153	–	346
2026 Q2	$153	Buy	+2	New	+$150	﹤0.01%	477
2025 Q4	–	Sell	-42	Closed	-$3.08K	–	301
2025 Q3	$3.08K	Hold	42	–	–	﹤0.01%	302
2025 Q2	$2.91K	Hold	42	–	–	﹤0.01%	307
2025 Q1	$3.16K	Hold	42	–	–	﹤0.01%	263
2024 Q4	$2.8K	Hold	42	–	–	﹤0.01%	272
2024 Q3	$2.97K	Hold	42	–	–	﹤0.01%	274
2024 Q2	$2.5K	Hold	42	–	–	﹤0.01%	284
2024 Q1	$2.54K	Hold	42	–	–	﹤0.01%	280
2023 Q4	$2.44K	Hold	42	–	–	﹤0.01%	303
2023 Q3	$2.23K	Hold	42	–	–	﹤0.01%	294
2023 Q2	$2.47K	Hold	42	–	–	﹤0.01%	282
2023 Q1	$2.58K	Hold	42	–	–	﹤0.01%	278
2022 Q4	$2.66K	Buy	+42	New	+$2.48K	﹤0.01%	271

Other funds holding CMS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Trifecta Capital Advisors's CMS Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of CMS Energy (CMS) in Q3 2026, closing a stake of 2 shares — an estimated $153 sold.

Trifecta Capital Advisors first reported a position in CMS in Q4 2022 and held it in 13 quarters. The position peaked at $3.16K in Q1 2025. 671 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

Trifecta Capital Advisors reported no remaining CMS Energy position as of Q3 2026 after selling out during the quarter.
Trifecta Capital Advisors sold 2 CMS Energy shares in Q3 2026, an estimated $153.
Trifecta Capital Advisors first reported a position in CMS Energy in Q4 2022 and held it in 13 quarters.
Trifecta Capital Advisors's CMS Energy position peaked at $3.16K in Q1 2025.
671 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.