CMS Energy Corporation shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in CMS Energy Corporation
Tip: Access up to 7 years of quarterly data
All positions including CMS Energy Corporation held by Trifecta Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in CMS Energy Corporation by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1k | 42 | 73.26 |
| 2025-06-30 | $2.9k | 42 | 69.29 |
| 2025-03-31 | $3.2k | 42 | 75.12 |
| 2024-12-31 | $2.8k | 42 | 66.67 |
| 2024-09-30 | $3.0k | 42 | 70.64 |
| 2024-06-30 | $2.5k | 42 | 59.55 |
| 2024-03-31 | $2.5k | 42 | 60.36 |
| 2023-12-31 | $2.4k | 42 | 58.07 |
| 2023-09-30 | $2.2k | 42 | 53.12 |
| 2023-06-30 | $2.5k | 42 | 58.76 |
| 2023-03-31 | $2.6k | 42 | 61.38 |
| 2022-12-31 | $2.7k | 42 | 63.33 |