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Atria Investments, Inc → CMS-PC
Atria Investments, Inc CMS-PC Position History
CMS Energy Corporation • Utilities
Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.9M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 39.0K | — | — |
| Q2 2026 | $1.9M | 24.3K | — | — |
| Q1 2026 | $1.7M | 22.0K | — | — |
| Q4 2025 | $1.5M | 21.7K | — | — |
| Q3 2025 | $1.4M | 18.7K | — | — |
Other funds holding CMS-PC
$2.8B
$2.6B
$2.6B
$2.6B
$1.4B
$1.4B
$1.4B
$1.3B