Legacy Capital Group California »

CMS Energy Corporation shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including CMS Energy Corporation held by Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2025-09-30 $662k 9.0k 73.26
2025-06-30 $640k 9.2k 69.28
2025-03-31 $607k 8.1k 75.11
2024-12-31 $552k 8.3k 66.65

More positions owned by Legacy Capital Group California

Apple (AAPL)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
JPMorgan Chase & Co. (JPM)
Oklo Com Cl A (OKLO)
Victory Portfolios Ii Shares Free Cash (VFLO)
International Business Machines (IBM)

View all positions for Legacy Capital Group California

Top funds holding CMS Energy Corporation

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Victory Capital Management
Invesco
Morgan Stanley
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
GQG Partners
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Ameriprise Financial
Goldman Sachs Group

View all funds holding CMS Energy Corporation