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CMS Energy Corporation shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in CMS Energy Corporation

Tip: Access up to 7 years of quarterly data

All positions including CMS Energy Corporation held by Schwallier 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 Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $279k 3.9k 71.50

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Multisector Bd (PYLD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pacer Fds Tr Aristotle Pacifi (FLRT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Schwallier Wealth Management

Top funds holding CMS Energy Corporation

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

View all funds holding CMS Energy Corporation