BRADLEY FOSTER & SARGENT INC/CT

Position in CMS — Cms Energy Corp

CIK 1015086 HARTFORD, CT

Position in CMS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$225,675

-$3,186 QoQ

Shares Held

2,950

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#559

of 814 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. CMS ranks #13 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	104,248	$9,149,846
2	DUK	Duke Energy CORP	15,721	$1,989,964
3	D	Dominion Energy, Inc	25,421	$1,736,000
4	ES	Eversource Energy	13,955	$1,008,527
5	SO	Southern Co	10,495	$1,004,476
6	WEC	Wec Energy Group, Inc.	6,308	$736,585
7	XEL	Xcel Energy Inc	7,985	$641,195
8	PEG	Public Service Enterprise Group Inc	7,887	$640,108

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,675	2,950	0.0%	Shares	Sole	2026-08-14
2026-03-31	$228,861	2,950	0.0%	Shares	Sole	2026-05-15
2025-12-31	$206,293	2,950	0.0%	Shares	Sole	2026-02-12
2025-09-30	$216,117	2,950	0.0%	Shares	Sole	2025-11-10
2025-06-30	$204,376	2,950	0.0%	Shares	Sole	2025-08-11
2025-03-31	$221,574	2,950	0.0%	Shares	Sole	2025-05-13
2024-09-30	$208,358	2,950	-0.3%	Shares	Sole	2024-11-04
2022-03-31	$206,952	2,959	-33.6%	Shares	Sole	2022-05-16
2021-12-31	$290,057	4,459	0.0%	Shares	Sole	2022-03-11
2021-09-30	$266,336	4,459	-21.8%	Shares	Sole	2021-11-10
2021-06-30	$336,756	5,700	0.0%	Shares	Sole	2021-08-19
2021-03-31	$348,954	5,700	0.0%	Shares	Sole	2021-04-26
2020-12-31	$347,757	5,700	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.