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Barnes Pettey Financial Advisors »

CMS Energy Corporation shares owned by Barnes Pettey Financial Advisors

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Barnes Pettey Financial Advisors from 13F filings

Historical chart of Barnes Pettey Financial Advisors investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CMS Energy Corporation by Barnes Pettey Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$210k	2.7k	77.58
2025-03-31	$203k	2.7k	75.11

More positions owned by Barnes Pettey Financial Advisors

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Capital Group Dividend Value Shs Creation Uni (CGDV)

Amplify Etf Tr Cwp Enhanced Div (DIVO)

Dimensional Etf Trust Internatnal Val (DFIV)

Wal-Mart Stores (WMT)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Fidelity Covington Trust Blue Chip Grwth (FBCG)

Vanguard Index Fds Growth Etf (VUG)

Fidelity Covington Trust Enhanced Intl (FENI)

J P Morgan Exchange Traded F Small & Mid Cap (JMEE)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

NVIDIA Corporation (NVDA)

Fidelity Covington Trust Enhanced Mid (FMDE)

View all positions for Barnes Pettey Financial Advisors

Top funds holding CMS Energy Corporation

Vanguard Capital Management

Vanguard Portfolio Management

State Street Corporation

Geode Capital Management

Massachusetts Financial Services

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

Deutsche Bank Aktiengesellschaft

Victory Capital Management

Wells Fargo & Company

Ameriprise Financial

Goldman Sachs Group

View all funds holding CMS Energy Corporation

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