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 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	$3.15K	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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trifecta Capital Advisors's CMS Position: Q2 2026 in Review

Trifecta Capital Advisors opened a new position in CMS Energy (CMS) in Q2 2026: 2 shares worth $153. The stake represents ﹤0.01% of the portfolio and ranks #477 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in CMS as recently as Q3 2025.

Trifecta Capital Advisors first reported a position in CMS in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.15K in Q1 2025. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Trifecta Capital Advisors held 2 shares of CMS Energy worth $153 as of Q2 2026.
CMS Energy was a new Trifecta Capital Advisors position in Q2 2026.
CMS Energy made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #477 holding.
Trifecta Capital Advisors first reported a position in CMS Energy in Q4 2022 and has held it in 13 quarters since.
Trifecta Capital Advisors's CMS Energy position peaked at $3.15K in Q1 2025.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.