Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$547,434
-$3,461 QoQ
Shares Held
7,156
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#427
of 813 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, 2026Plante Moran Financial Advisors, LLC holds $3,946,455 across 23 Utilities - Regulated Electric names. CMS ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,882 | $1,810,460 | |
| 2 | CMS |
Cms Energy Corp
This page
|
7,156 | $547,434 | |
| 3 | NEE |
Nextera Energy Inc
|
4,895 | $429,634 | |
| 4 | SO |
Southern Co
|
3,672 | $351,447 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,721 | $235,450 | |
| 6 | EXC |
Exelon Corp
|
3,842 | $179,114 | |
| 7 | IDA |
Idacorp Inc
|
983 | $148,727 | |
| 8 | DUK |
Duke Energy CORP
|
411 | $52,024 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,434 | 7,156 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $550,895 | 7,101 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $564,964 | 8,079 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $495,164 | 6,759 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $472,836 | 6,825 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $534,257 | 7,113 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $582,321 | 8,737 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $627,194 | 8,880 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $530,471 | 8,911 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $537,689 | 8,911 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $513,106 | 8,836 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $469,279 | 8,836 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $519,115 | 8,836 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $546,957 | 8,911 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $554,770 | 8,760 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $505,814 | 8,685 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $586,237 | 8,685 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $651,001 | 9,308 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $613,876 | 9,437 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $582,068 | 9,745 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $846,084 | 14,321 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,505,889 | 24,598 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,500,723 | 24,598 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,510,563 | 24,598 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $180,985 | 3,098 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $189,997 | 3,234 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||