TPA
CMS icon

Trivium Point Advisory’s CMS Energy CMS Stock Holding History

Trivium Point Advisory’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
2025
Q4 		– Sell
-4,266
Closed -$313K – 341
2025
Q3 		$313K Sell
4,266
-1,332
-24% -$95.7K 0.03% 291
2025
Q2 		$388K Buy
5,598
+801
+17% +$57.1K 0.04% 261
2025
Q1 		$360K Buy
4,797
+1,401
+41% +$97.8K 0.04% 264
2024
Q4 		$226K Buy
3,396
+15
+0.4% +$1.03K 0.03% 314
2024
Q3 		$229K Buy
+3,381
New +$222K 0.03% 313

Other funds holding CMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

Trivium Point Advisory's CMS Position: Q4 2025 in Review

Trivium Point Advisory sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 4,266 shares — an estimated $313K sold.

Trivium Point Advisory first reported a position in CMS in Q3 2024 and held it in 5 quarters. The position peaked at $388K in Q2 2025. 802 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

  • Trivium Point Advisory reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
  • Trivium Point Advisory sold 4,266 CMS Energy shares in Q4 2025, an estimated $313K.
  • Trivium Point Advisory first reported a position in CMS Energy in Q3 2024 and held it in 5 quarters.
  • Trivium Point Advisory's CMS Energy position peaked at $388K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on Trivium Point Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.