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ALPINE WOODS CAPITAL INVESTORS, LLC

Position in CMS — Cms Energy Corp

CIK 1226886 PURCHASE, NY

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$363,375
-$5,130 QoQ
Shares Held
4,750
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#475
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CMS Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

ALPINE WOODS CAPITAL INVESTORS, LLC holds $14,173,789 across 4 Utilities - Regulated Electric names. CMS ranks #4 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 CMS
Cms Energy Corp
This page
4,750 $363,375

All Filings in CMS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $363,375 4,750
2026-03-31 $368,505 4,750
2025-12-31 $332,167 4,750
2025-09-30 $347,985 4,750
2025-06-30 $329,080 4,750
2025-03-31 $356,772 4,750
2024-12-31 $316,587 4,750
2024-09-30 $335,492 4,750
2024-06-30 $282,767 4,750
2024-03-31 $286,615 4,750
2023-12-31 $275,832 4,750
2023-09-30 $252,272 4,750
2023-06-30 $279,062 4,750
2023-03-31 $291,555 4,750
2022-12-31 $300,817 4,750
2022-09-30 $276,640 4,750
2022-06-30 $320,625 4,750
2022-03-31 $332,215 4,750
2021-12-31 $312,240 4,800
2021-09-30 $298,650 5,000
2021-06-30 $324,940 5,500
2021-03-31 $397,930 6,500
2020-12-31 $457,575 7,500
2020-09-30 $460,575 7,500
2020-06-30 $525,780 9,000
2020-03-31 $528,750 9,000