SIGNATUREFD, LLC

Position in CMS — Cms Energy Corp

CIK 1456048 ATLANTA, GA

Position in CMS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$577,116

+$61,132 QoQ

Shares Held

7,544

+13.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#423

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. CMS ranks #17 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	63,528	$6,080,264
2	NEE	Nextera Energy Inc	60,489	$5,309,119
3	DUK	Duke Energy CORP	22,418	$2,837,670
4	FTS	Fortis Inc.	39,804	$2,277,982
5	NGG	National Grid PLC	23,872	$1,978,272
6	AEP	American Electric Power Co Inc	13,663	$1,869,235
7	ED	Consolidated Edison Inc	15,764	$1,743,971
8	D	Dominion Energy, Inc	22,130	$1,511,257

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$577,116	7,544	+13.4%	Shares	Sole	2026-07-24
2026-03-31	$515,984	6,651	-0.2%	Shares	Sole	2026-04-07
2025-12-31	$465,943	6,663	+12.6%	Shares	Sole	2026-01-20
2025-09-30	$433,699	5,920	+10.7%	Shares	Sole	2025-10-21
2025-06-30	$370,370	5,346	+2.5%	Shares	Sole	2025-07-16
2025-03-31	$391,773	5,216	+9.8%	Shares	Sole	2025-05-02
2024-12-31	$316,720	4,752	+4.9%	Shares	Sole	2025-02-10
2024-09-30	$320,095	4,532	+2.8%	Shares	Sole	2024-10-21
2024-06-30	$262,467	4,409	+1.6%	Shares	Sole	2024-07-29
2024-03-31	$261,754	4,338	+2.0%	Shares	Sole	2024-05-03
2023-12-31	$246,855	4,251	-20.5%	Shares	Sole	2024-02-01
2023-09-30	$283,872	5,345	-32.4%	Shares	Sole	2023-11-03
2023-06-30	$464,242	7,902	+9.5%	Shares	Sole	2023-08-01
2023-03-31	$442,979	7,217	+9.9%	Shares	Sole	2023-04-28
2022-12-31	$415,698	6,564	+106.0%	Shares	Sole	2023-01-30
2022-09-30	$185,610	3,187	+7.1%	Shares	Sole	2022-11-08
2022-06-30	$200,947	2,977	-3.2%	Shares	Sole	2022-08-10
2022-03-31	$214,995	3,074	+6.7%	Shares	Sole	2022-05-02
2021-12-31	$187,409	2,881	+2.5%	Shares	Sole	2022-01-25
2021-09-30	$167,901	2,811	+3.5%	Shares	Sole	2021-10-28
2021-06-30	$160,520	2,717	-5.2%	Shares	Sole	2021-07-26
2021-03-31	$175,456	2,866	-13.1%	Shares	Sole	2021-04-30
2020-12-31	$201,271	3,299	-1.7%	Shares	Sole	2021-02-11
2020-09-30	$206,091	3,356	+9.0%	Shares	Sole	2020-11-03
2020-06-30	$179,875	3,079	-17.3%	Shares	Sole	2020-07-30
2020-03-31	$218,785	3,724	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.