Sigma Planning Corp

Position in CMS — Cms Energy Corp

CIK 1449126 ANN ARBOR, MI

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,034,908

+$368,329 QoQ

Shares Held

39,672

+15.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#244

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. CMS ranks #5 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	113,356	$9,949,256
2	DTE	Dte Energy Co	47,200	$7,191,864
3	DUK	Duke Energy CORP	40,177	$5,085,604
4	SO	Southern Co	40,567	$3,882,667
5	CMS	Cms Energy Corp This page	39,672	$3,034,908
6	AEP	American Electric Power Co Inc	18,080	$2,473,524
7	EIX	Edison International	28,634	$2,131,801
8	FE	Firstenergy Corp	37,888	$1,801,195

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,034,908	39,672	+15.4%	Shares	Sole	2026-08-07
2026-03-31	$2,666,579	34,372	+2.8%	Shares	Sole	2026-05-04
2025-12-31	$2,337,130	33,421	+5.0%	Shares	Sole	2026-01-30
2025-09-30	$2,332,305	31,836	+0.7%	Shares	Sole	2025-11-10
2025-06-30	$2,190,287	31,615	-1.3%	Shares	Sole	2025-08-05
2025-03-31	$2,406,899	32,045	+0.4%	Shares	Sole	2025-05-02
2024-12-31	$2,126,334	31,903	-5.4%	Shares	Sole	2025-02-03
2024-09-30	$2,382,561	33,733	-17.9%	Shares	Sole	2024-11-04
2024-06-30	$2,446,861	41,103	-1.0%	Shares	Sole	2024-08-06
2024-03-31	$2,505,980	41,531	-10.3%	Shares	Sole	2024-05-02
2023-12-31	$2,689,453	46,314	-5.5%	Shares	Sole	2024-02-01
2023-09-30	$2,604,036	49,031	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$2,929,745	49,868	-3.4%	Shares	Sole	2023-08-02
2023-03-31	$3,167,330	51,602	-0.8%	Shares	Sole	2023-05-08
2022-12-31	$3,295,756	52,041	+2.1%	Shares	Sole	2023-01-24
2022-09-30	$2,968,318	50,967	-8.3%	Shares	Sole	2022-11-10
2022-06-30	$3,752,392	55,591	+0.6%	Shares	Sole	2022-08-11
2022-03-31	$3,865,094	55,263	-4.9%	Shares	Sole	2022-04-20
2021-12-31	$3,779,339	58,099	-4.0%	Shares	Sole	2022-02-02
2021-09-30	$3,614,919	60,521	-7.4%	Shares	Sole	2021-10-28
2021-06-30	$3,859,991	65,335	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$3,944,710	64,435	+1.8%	Shares	Sole	2021-05-06
2020-12-31	$3,863,214	63,321	-1.2%	Shares	Sole	2021-02-09
2020-09-30	$3,935,766	64,090	-7.0%	Shares	Sole	2020-11-03
2020-06-30	$4,024,320	68,886	+1.1%	Shares	Sole	2020-07-31
2020-03-31	$4,002,108	68,121	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.