Cerro Pacific Wealth Advisors »

CMS Energy Corporation shares owned by Cerro Pacific Wealth Advisors

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Cerro Pacific Wealth Advisors from 13F filings

Historical chart of Cerro Pacific Wealth Advisors investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including CMS Energy Corporation held by Cerro Pacific Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in CMS Energy Corporation by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $214k 3.5k 61.38

More positions owned by Cerro Pacific Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Chevron Corporation (CVX)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)
NVIDIA Corporation (NVDA)
First American Financial (FAF)

View all positions for Cerro Pacific Wealth Advisors

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