CMS Energy Corporation shares owned by Sage Mountain Advisors
Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Sage Mountain Advisors
from 13F filings
Historical chart of Sage Mountain Advisors investment in CMS Energy Corporation
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Quarterly reported holdings in CMS Energy Corporation by Sage Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $573k | 8.2k | 69.93 |
| 2025-09-30 | $300k | 4.1k | 73.25 |
| 2025-06-30 | $292k | 4.2k | 69.28 |
| 2025-03-31 | $252k | 3.4k | 75.11 |
| 2024-12-31 | $214k | 3.2k | 66.65 |
| 2024-09-30 | $267k | 3.8k | 70.63 |