CMS Energy Corporation shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in CMS Energy Corporation
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Quarterly reported holdings in CMS Energy Corporation by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $416k | 6.5k | 63.89 |
| 2020-06-30 | $461k | 7.9k | 58.47 |
| 2020-03-31 | $471k | 8.0k | 58.79 |
| 2019-12-31 | $416k | 6.5k | 63.89 |
| 2019-09-30 | $416k | 6.5k | 63.89 |
| 2019-06-30 | $363k | 6.3k | 57.98 |
| 2019-03-31 | $344k | 6.2k | 55.61 |
| 2018-12-31 | $260k | 5.2k | 49.65 |
| 2018-09-30 | $282k | 5.8k | 48.96 |
| 2018-06-30 | $272k | 5.8k | 47.22 |
| 2018-03-31 | $261k | 5.8k | 45.31 |
| 2017-12-31 | $271k | 5.7k | 47.33 |
| 2017-09-30 | $270k | 5.8k | 46.34 |
| 2017-06-30 | $276k | 6.2k | 44.77 |
| 2017-03-31 | $276k | 6.2k | 44.77 |
| 2016-12-31 | $247k | 5.9k | 41.65 |
| 2016-09-30 | $274k | 6.5k | 42.06 |
| 2016-06-30 | $251k | 5.5k | 45.95 |
| 2016-03-31 | $214k | 5.0k | 42.51 |
| 2014-06-30 | $388k | 12k | 31.18 |
More positions owned by Confluence Wealth Management
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