CMS Energy Corporation shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in CMS Energy Corporation
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Quarterly reported holdings in CMS Energy Corporation by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40k | 539 | 73.26 |
| 2025-06-30 | $37k | 539 | 69.28 |
| 2025-03-31 | $41k | 539 | 75.11 |
| 2024-12-31 | $36k | 539 | 66.65 |
| 2024-09-30 | $38k | 539 | 70.63 |
| 2024-06-30 | $32k | 539 | 59.53 |
| 2024-03-31 | $24k | 400 | 60.34 |
| 2023-12-31 | $23k | 400 | 58.07 |
| 2023-09-30 | $21k | 400 | 53.11 |
| 2023-06-30 | $24k | 400 | 58.75 |
| 2023-03-31 | $25k | 400 | 61.38 |
| 2022-12-31 | $25k | 400 | 63.33 |
| 2022-09-30 | $23k | 400 | 57.50 |
| 2022-06-30 | $27k | 400 | 67.50 |
| 2022-03-31 | $28k | 400 | 70.00 |
| 2021-12-31 | $26k | 400 | 65.00 |
| 2021-09-30 | $24k | 400 | 60.00 |
| 2021-06-30 | $24k | 400 | 60.00 |
| 2021-03-31 | $24k | 400 | 60.00 |
| 2020-12-31 | $24k | 400 | 60.00 |
| 2020-09-30 | $25k | 400 | 62.50 |
| 2020-06-30 | $23k | 400 | 57.50 |
| 2020-03-31 | $24k | 400 | 60.00 |
| 2019-12-31 | $25k | 400 | 62.50 |
| 2019-09-30 | $26k | 400 | 65.00 |
| 2019-06-30 | $23k | 400 | 57.50 |
| 2019-03-31 | $22k | 400 | 55.00 |
| 2018-12-31 | $20k | 400 | 50.00 |
| 2018-09-30 | $20k | 400 | 50.00 |
| 2018-06-30 | $19k | 400 | 47.50 |
| 2018-03-31 | $18k | 400 | 45.00 |
| 2017-12-31 | $19k | 400 | 47.50 |
| 2017-09-30 | $19k | 400 | 47.50 |
| 2017-06-30 | $19k | 400 | 47.50 |
| 2017-03-31 | $18k | 401 | 44.89 |
| 2016-12-31 | $17k | 400 | 42.50 |
| 2016-09-30 | $17k | 400 | 42.50 |
| 2016-06-30 | $18k | 400 | 45.00 |
| 2016-03-31 | $17k | 400 | 42.50 |
| 2015-12-31 | $14k | 400 | 35.00 |
| 2015-09-30 | $14k | 400 | 35.00 |
| 2015-06-30 | $13k | 400 | 32.50 |
| 2015-03-31 | $14k | 400 | 35.00 |
| 2014-12-31 | $14k | 400 | 35.00 |
| 2014-09-30 | $12k | 400 | 30.00 |
| 2014-06-30 | $12k | 400 | 30.00 |
| 2014-03-31 | $12k | 400 | 30.00 |
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