HARBOR INVESTMENT ADVISORY, LLC

Position in CMS — Cms Energy Corp

CIK 1468792 LUTHERVILLE, MD

Position in CMS

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

Position Value

$21,649

-$306 QoQ

Shares Held

283

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#660

of 814 holders

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HARBOR INVESTMENT ADVISORY, LLC holds $5,294,559 across 20 Utilities - Regulated Electric names. CMS ranks #14 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,160	$1,769,443
2	DUK	Duke Energy CORP	10,195	$1,290,483
3	FE	Firstenergy Corp	18,214	$865,893
4	EXC	Exelon Corp	8,314	$387,598
5	AEP	American Electric Power Co Inc	2,345	$320,819
6	SO	Southern Co	2,323	$222,334
7	D	Dominion Energy, Inc	1,393	$95,127
8	ED	Consolidated Edison Inc	816	$90,274

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,649	283	0.0%	Shares	Sole	2026-07-07
2026-03-31	$21,955	283	0.0%	Shares	Sole	2026-04-23
2025-12-31	$19,790	283	+6975.0%	Shares	Sole	2026-01-07
2024-06-30	$238	4	-99.6%	Shares	Sole	2024-07-19
2023-06-30	$66,975	1,140	0.0%	Shares	Sole	2023-07-14
2023-03-31	$69,973	1,140	0.0%	Shares	Sole	2023-04-21
2022-12-31	$72,196	1,140	0.0%	Shares	Sole	2023-01-24
2022-09-30	$66,393	1,140	0.0%	Shares	Sole	2022-11-01
2022-06-30	$76,950	1,140	0.0%	Shares	Sole	2022-07-18
2022-03-31	$79,731	1,140	0.0%	Shares	Sole	2022-04-20
2021-12-31	$74,157	1,140	0.0%	Shares	Sole	2022-01-10
2021-09-30	$68,092	1,140	0.0%	Shares	Sole	2021-10-12
2021-06-30	$67,351	1,140	0.0%	Shares	Sole	2021-07-27
2021-03-31	$69,790	1,140	-2.9%	Shares	Sole	2021-04-16
2020-12-31	$71,625	1,174	+42.1%	Shares	Sole	2021-02-04
2020-09-30	$50,724	826	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.