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CMS Energy Corporation shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in CMS Energy Corporation by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $68k 1.3k 53.11
2023-03-31 $78k 1.3k 61.38

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

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
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
GQG Partners
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Ameriprise Financial
Goldman Sachs Group
Pictet Asset Management Holding SA

View all funds holding CMS Energy Corporation