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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

CMS holding history

CMS Energy Corp in every 13F filed by Bellwether Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2022
Holdings of CMS by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−26,940−100.0%Sold outHolders
Q4 202226,940$1.71M0.5%+26,940NewHolders