Trilogy Capital
CMS icon

Trilogy Capital’s CMS Energy CMS Stock Holding History

Trilogy Capital’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 		$212K Buy
+3,353
New +$235K 0.01% 395
2018
Q1 		– Sell
-11,583
Closed -$548K – 483
2017
Q4 		$548K Buy
+11,583
New +$561K 0.09% 75

Other funds holding CMS

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Trilogy Capital's CMS Position: Q3 2026 in Review

Trilogy Capital opened a new position in CMS Energy (CMS) in Q3 2026: 3,353 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings. This is a return to the name: Trilogy Capital previously reported a position in CMS as recently as Q4 2017.

Trilogy Capital first reported a position in CMS in Q4 2017 and has held it in 2 quarters since. The position peaked at $548K in Q4 2017. 290 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Trilogy Capital held 3,353 shares of CMS Energy worth $212K as of Q3 2026.
  • CMS Energy was a new Trilogy Capital position in Q3 2026.
  • CMS Energy made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #395 holding.
  • Trilogy Capital first reported a position in CMS Energy in Q4 2017 and has held it in 2 quarters since.
  • Trilogy Capital's CMS Energy position peaked at $548K in Q4 2017.
  • 290 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.