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CMS Energy Corporation shares owned by Financial Strategies Group

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Financial Strategies Group from 13F filings

Historical chart of Financial Strategies Group investment in CMS Energy Corporation

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All positions including CMS Energy Corporation held by Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CMS Energy Corporation by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $217k 3.7k 59.24
2023-12-31 $202k 3.6k 55.61

More positions owned by Financial Strategies Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Ishares Jp Morgan Em Etf (LEMB)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Financial Strategies Group

Top funds holding CMS Energy Corporation

Vanguard Group
Jpmorgan Chase & Co
Wells Fargo & Company
T. Rowe Price Associates
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Amundi
Legal & General Group
Bank of New York Mellon
Massachusetts Financial Services
Goldman Sachs Group
Franklin Resources
Caisse de depot et placement du Quebec
Perpetual
Bank of America Corporation
Duff & Phelps Investment Management

View all funds holding CMS Energy Corporation