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CMS Energy Corporation shares owned by Summit Financial

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

Historical chart of Summit Financial investment in CMS Energy Corporation

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

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Quarterly reported holdings in CMS Energy Corporation by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $429k 7.1k 60.34
2023-12-31 $417k 7.2k 58.07
2023-09-30 $408k 7.7k 53.11
2023-06-30 $443k 7.5k 58.75

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Top funds holding CMS Energy Corporation

Vanguard Group
Jpmorgan Chase & Co
Wells Fargo & Company
T. Rowe Price Associates
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Amundi
Legal & General Group
Bank of New York Mellon
Massachusetts Financial Services
Goldman Sachs Group
Franklin Resources
Caisse de depot et placement du Quebec
Perpetual
Bank of America Corporation
Duff & Phelps Investment Management

View all funds holding CMS Energy Corporation