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CMS Energy Corporation shares owned by Trilogy Capital

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Trilogy Capital from 13F filings

Historical chart of Trilogy Capital investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including CMS Energy Corporation held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CMS Energy Corporation by Trilogy Capital

Quarter filed Position value Share count Share price at filing
2026-09-30 $212k 3.4k 63.08
2017-12-31 $548k 12k 47.31

More positions owned by Trilogy Capital

Vanguard Index Fds MRNGSTR TTL STK (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Core S&p500 Etf (IVV)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Emgring Mkts (EMMF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Ishares Tr Core S&p Scp Etf (IJR)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for Trilogy Capital

Top funds holding CMS Energy Corporation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Geode Capital Management
Deutsche Bank Aktiengesellschaft
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco
Massachusetts Financial Services
Victory Capital Management
Ameriprise Financial
Capital Research and Management Company - Division 3
Wells Fargo & Company

View all funds holding CMS Energy Corporation