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CMS Energy Corporation shares owned by Peterson Financial Group

Quarter-by-quarter ownership of CMS Energy Corporation (CMS) shares owned by Peterson Financial Group from 13F filings

Historical chart of Peterson Financial Group investment in CMS Energy Corporation

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All positions including CMS Energy Corporation held by Peterson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in CMS Energy Corporation by Peterson Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6k 66 70.44
2023-12-31 $441k 7.6k 58.07
2023-09-30 $723k 14k 53.11
2023-06-30 $885k 15k 58.75
2023-03-31 $901k 15k 61.38
2022-12-31 $316k 5.0k 63.33

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Ishares Tr Rus Mdcp Val Etf (IWS)
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Ishares Tr Rus Md Cp Gr Etf (IWP)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for Peterson Financial Group

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