Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in CMS — Cms Energy Corp
CIK 1510434
Seattle, WA
Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$483,173
+$260,597 QoQ
Shares Held
6,316
+120.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#440
of 814 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $30,077,553 across 24 Utilities - Regulated Electric names. CMS ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
43,722 | $5,021,908 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,733 | $4,289,311 | |
| 3 | DUK |
Duke Energy CORP
|
29,120 | $3,686,009 | |
| 4 | NEE |
Nextera Energy Inc
|
31,565 | $2,770,459 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,191 | $1,941,469 | |
| 6 | ED |
Consolidated Edison Inc
|
16,604 | $1,836,900 | |
| 7 | AEE |
Ameren Corp
|
10,946 | $1,237,334 | |
| 8 | ES |
Eversource Energy
|
12,703 | $918,045 |
All Filings in CMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,173 | 6,316 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $222,576 | 2,869 | Shares | Other | 2026-05-04 | |
| 2025-09-30 | $676,262 | 9,231 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $417,411 | 6,025 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $331,609 | 4,415 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $212,013 | 3,181 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||