CMS Energy Corporation shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in CMS Energy Corporation
Tip: Access up to 7 years of quarterly data
All positions including CMS Energy Corporation held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in CMS Energy Corporation by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 962 | 73.26 |
| 2025-06-30 | $67k | 962 | 69.28 |
| 2025-03-31 | $72k | 962 | 75.11 |
More positions owned by Bernard Wealth Management Corp.
View all positions for Bernard Wealth Management Corp.