Turtle Creek Wealth Advisors, LLC

SEC CIK: 0002007171
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CMS holding history

CMS Energy Corp in every 13F filed by Turtle Creek Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overview All 13F holders of CMS Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of CMS by Turtle Creek Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−2,871−100.0%	Sold out	Holders
Q3 2025	2,871	$210.3K	<0.1%	+2,871	New	Holders
Q1 2024	0	$0	0.0%	−214−100.0%	Sold out	Holders
Q4 2023	214	$12.4K	<0.1%	–	No prior filing	Holders