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CMS Energy Corporation shares owned by Oak Point Wealth Management

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Oak Point Wealth Management from 13F filings

Historical chart of Oak Point Wealth Management investment in CMS Energy Corporation

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All positions including CMS Energy Corporation held by Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CMS Energy Corporation by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $24k 523 45.89
2017-12-31 $25k 523 47.80

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iShares S&P 1500 Index Fund (ITOT)
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Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding CMS Energy Corporation

Vanguard Group
BlackRock
Jpmorgan Chase & Co
State Street Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Geode Capital Management
Wells Fargo & Company
Ameriprise Financial
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Invesco
Deutsche Bank Aktiengesellschaft
Amundi
Goldman Sachs Group
Legal & General Group

View all funds holding CMS Energy Corporation