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CMS Energy Corporation shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including CMS Energy Corporation held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CMS Energy Corporation by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $214k 3.7k 58.07
2023-09-30 $218k 4.1k 53.11
2023-06-30 $256k 4.4k 58.75
2023-03-31 $248k 4.0k 61.38
2022-12-31 $257k 4.1k 63.33

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

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