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Trillium Asset Management’s CMS Energy CMS Stock Holding History

Trillium Asset Management’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 		$17.3M Buy
226,709
+72,064
+47% +$5.4M 0.53% 61
2026
Q1 		$12.4M Buy
154,645
+3,425
+2% +$254K 0.41% 72
2025
Q4 		$11M Sell
151,220
-23,096
-13% -$1.68M 0.34% 78
2025
Q3 		$12.8M Buy
+174,316
New +$12.5M 0.34% 80

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Trillium Asset Management's CMS Position: Q2 2026 in Review

Trillium Asset Management increased its CMS Energy (CMS) stake by 47% in Q2 2026, buying an estimated $5.4M and bringing the position to 226,709 shares worth $17.3M. The position accounts for 0.53% of the portfolio, ranked #61.

Trillium Asset Management first reported a position in CMS in Q3 2025 and has held it in 4 quarters since. 819 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Trillium Asset Management held 226,709 shares of CMS Energy worth $17.3M as of Q2 2026.
  • Trillium Asset Management bought 72,064 CMS Energy shares in Q2 2026, an estimated $5.4M.
  • CMS Energy made up 0.53% of Trillium Asset Management's portfolio in Q2 2026, its #61 holding.
  • Trillium Asset Management first reported a position in CMS Energy in Q3 2025 and has held it in 4 quarters since.
  • 819 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.