CMS ENERGY CORP

Ticker: CMS CUSIP: 125896100 Class: COM

Atria Investments, Inc's Holding History (CIK: 0001535865)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 21,689 Value ($000) $1,517 Avg Close $72.50 Range $68.82 - $75.54

Q3 2025

Shares 18,684 Value ($000) $1,369 Avg Close $71.07 Range $67.62 - $74.06

Q2 2025

Shares 18,535 Value ($000) $1,284 Avg Close $69.97 Range $66.64 - $74.76

Q1 2025

Shares 18,140 Value ($000) $1,363 Avg Close $68.05 Range $62.07 - $73.85

Q4 2024

Shares 18,008 Value ($000) $1,200 Avg Close $66.51 Range $62.68 - $69.72

Q3 2024

Shares 22,534 Value ($000) $1,592 Avg Close $63.02 Range $55.90 - $68.39

Q2 2024

Shares 22,247 Value ($000) $1,324 Avg Close $57.61 Range $53.65 - $60.67

Q1 2024

Shares 25,861 Value ($000) $1,560 Avg Close $54.70 Range $52.14 - $57.68

Q4 2023

Shares 25,840 Value ($000) $1,501 Avg Close $52.28 Range $46.41 - $56.68

Q3 2023

Shares 37,933 Value ($000) $2,015 Avg Close $53.74 Range $48.93 - $58.86

Q2 2023

Shares 37,706 Value ($000) $2,215 Avg Close $55.52 Range $51.90 - $57.72

Q1 2023

Shares 35,359 Value ($000) $2,170 Avg Close $56.09 Range $52.20 - $59.70

Q4 2022

Shares 34,901 Value ($000) $2,210 Avg Close $53.55 Range $47.22 - $59.39

Q3 2022

Shares 33,323 Value ($000) $1,941 Avg Close $60.46 Range $52.29 - $64.14

Q2 2022

Shares 29,226 Value ($000) $1,973 Avg Close $61.65 Range $54.04 - $65.58

Q1 2022

Shares 14,971 Value ($000) $1,047 Avg Close $57.49 Range $54.01 - $62.78

Q4 2021

Shares 17,045 Value ($000) $1,109 Avg Close $54.05 Range $51.79 - $57.95

Q4 2019

Shares 10,460 Value ($000) $657 Avg Close $51.97 Range $49.57 - $54.00

Q3 2019

Shares 9,827 Value ($000) $628 Avg Close $50.31 Range $47.08 - $54.24

Q2 2019

Shares 8,489 Value ($000) $512 Avg Close $46.19 Range $43.87 - $48.96

Q1 2019

Shares 5,924 Value ($000) $329 Avg Close $43.09 Range $39.01 - $46.12

Q4 2018

Shares 5,064 Value ($000) $251 Avg Close $40.97 Range $38.73 - $43.76

Q3 2018

Shares 5,766 Value ($000) $283 Avg Close $39.25 Range $37.06 - $41.02

Q4 2017

Shares 21,411 Value ($000) $1,013 Avg Close $38.09 Range $35.88 - $40.09

Q3 2017

Shares 20,961 Value ($000) $971 Avg Close $36.87 Range $35.25 - $38.45

Q2 2017

Shares 19,312 Value ($000) $893 Avg Close $35.86 Range $34.23 - $37.60

Q1 2017

Shares 13,162 Value ($000) $589 Avg Close $33.35 Range $31.49 - $35.15

Q1 2014

Shares 54,571 Value ($000) $1,598 Avg Close $19.34 Range $18.00 - $20.62

Q4 2013

Shares 45,702 Value ($000) $1,223 Avg Close $18.61 Range $17.74 - $19.44

Q3 2013

Shares 30,790 Value ($000) $810 Avg Close $18.61 Range $17.69 - $19.67

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	21,689	$1,517	$72.50	$68.82 - $75.54
Q3 2025	18,684	$1,369	$71.07	$67.62 - $74.06
Q2 2025	18,535	$1,284	$69.97	$66.64 - $74.76
Q1 2025	18,140	$1,363	$68.05	$62.07 - $73.85
Q4 2024	18,008	$1,200	$66.51	$62.68 - $69.72
Q3 2024	22,534	$1,592	$63.02	$55.90 - $68.39
Q2 2024	22,247	$1,324	$57.61	$53.65 - $60.67
Q1 2024	25,861	$1,560	$54.70	$52.14 - $57.68
Q4 2023	25,840	$1,501	$52.28	$46.41 - $56.68
Q3 2023	37,933	$2,015	$53.74	$48.93 - $58.86
Q2 2023	37,706	$2,215	$55.52	$51.90 - $57.72
Q1 2023	35,359	$2,170	$56.09	$52.20 - $59.70
Q4 2022	34,901	$2,210	$53.55	$47.22 - $59.39
Q3 2022	33,323	$1,941	$60.46	$52.29 - $64.14
Q2 2022	29,226	$1,973	$61.65	$54.04 - $65.58
Q1 2022	14,971	$1,047	$57.49	$54.01 - $62.78
Q4 2021	17,045	$1,109	$54.05	$51.79 - $57.95
Q4 2019	10,460	$657	$51.97	$49.57 - $54.00
Q3 2019	9,827	$628	$50.31	$47.08 - $54.24
Q2 2019	8,489	$512	$46.19	$43.87 - $48.96
Q1 2019	5,924	$329	$43.09	$39.01 - $46.12
Q4 2018	5,064	$251	$40.97	$38.73 - $43.76
Q3 2018	5,766	$283	$39.25	$37.06 - $41.02
Q4 2017	21,411	$1,013	$38.09	$35.88 - $40.09
Q3 2017	20,961	$971	$36.87	$35.25 - $38.45
Q2 2017	19,312	$893	$35.86	$34.23 - $37.60
Q1 2017	13,162	$589	$33.35	$31.49 - $35.15
Q1 2014	54,571	$1,598	$19.34	$18.00 - $20.62
Q4 2013	45,702	$1,223	$18.61	$17.74 - $19.44
Q3 2013	30,790	$810	$18.61	$17.69 - $19.67