Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,343,238
+$5,345,879 QoQ
Shares Held
226,709
+46.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#118
of 815 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TRILLIUM ASSET MANAGEMENT, LLC holds $18,224,097 across 2 Utilities - Regulated Electric names. CMS ranks #1 (95.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
226,709 | $17,343,238 | |
| 2 | NEE |
Nextera Energy Inc
|
10,036 | $880,859 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,343,238 | 226,709 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $11,997,359 | 154,645 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,574,814 | 151,220 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,770,390 | 174,316 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||