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Trivium Point Advisory’s CMS Energy CMS Stock Holding History

Trivium Point Advisory’s Portfolio CMS Stock Details CMS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$388K Buy
5,598
+801
+17% +$55.5K 0.04% 261
2025
Q1 		$360K Buy
4,797
+1,401
+41% +$105K 0.04% 264
2024
Q4 		$226K Buy
3,396
+15
+0.4% +$1K 0.03% 314
2024
Q3 		$229K Buy
+3,381
New +$229K 0.03% 313