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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Greenleaf Trust, 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)
11,377
Value
$870.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CMS by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,377$870.3K<0.1%+752+7.1%AddedHolders
Q1 202610,625$824.3K<0.1%−431−3.9%ReducedHolders
Q4 202511,056$773.1K<0.1%+426+4.0%AddedHolders
Q3 202510,630$778.8K<0.1%−450−4.1%ReducedHolders
Q2 202511,080$767.6K<0.1%−495−4.3%ReducedHolders
Q1 202511,575$869.4K<0.1%+210+1.8%AddedHolders
Q4 202411,365$757.5K<0.1%−29−0.3%ReducedHolders
Q3 202411,394$804.8K<0.1%−698−5.8%ReducedHolders
Q2 202412,092$719.8K<0.1%+859+7.6%AddedHolders
Q1 202411,233$677.8K<0.1%+787+7.5%AddedHolders
Q4 202310,446$606.6K<0.1%+2,503+31.5%AddedHolders
Q3 20237,943$421.9K<0.1%−1,276−13.8%ReducedHolders
Q2 20239,219$541.6K<0.1%+591+6.8%AddedHolders
Q1 20238,628$529.6K<0.1%−9,094−51.3%ReducedHolders
Q4 202217,722$1.12M<0.1%+970+5.8%AddedHolders
Q3 202216,752$976.0K<0.1%+26+0.2%AddedHolders
Q2 202216,726$1.13M<0.1%−293−1.7%ReducedHolders
Q1 202217,019$1.19M<0.1%+145+0.9%AddedHolders
Q4 202116,874$1.10M<0.1%+176+1.1%AddedHolders
Q3 202116,698$997.0K<0.1%−10,295−38.1%ReducedHolders
Q2 202126,993$1.59M<0.1%+20,113+292.3%AddedHolders
Q1 20216,880$421.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.