Trillium Asset Management, LLC
- SEC CIK
- 0000884541
- Latest filing
- Aug 10, 2026
CMS holding history
CMS Energy Corp in every 13F filed by Trillium Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CMS overviewAll 13F holders of CMSFull Q2 2026 holdings
- Shares (Q2 2026)
- 226,709
- Value
- $17.3M
- % of portfolio
- 0.5%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 226,709 | $17.3M | 0.5% | +72,064+46.6% | Added | Holders |
| Q1 2026 | 154,645 | $12.4M | 0.4% | +3,425+2.3% | Added | Holders |
| Q4 2025 | 151,220 | $11.0M | 0.3% | −23,096−13.2% | Reduced | Holders |
| Q3 2025 | 174,316 | $12.8M | 0.3% | +174,316 | New | Holders |