SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CMS — Cms Energy Corp

CIK 1531593 NEW YORK, NY

Position in CMS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$141,372

+$137,493 QoQ

Shares Held

1,848

+3596.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#591

of 814 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $40,445,507 across 23 Utilities - Regulated Electric names. CMS ranks #9 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	435,283	$38,204,788
2	EXC	Exelon Corp	10,000	$466,200
3	AEE	Ameren Corp	2,747	$310,520
4	CNP	Centerpoint Energy Inc	6,412	$282,384
5	EIX	Edison International	2,986	$222,307
6	DUK	Duke Energy CORP	1,481	$187,464
7	ED	Consolidated Edison Inc	1,313	$145,257
8	PCG	PG&E Corp	8,592	$144,517

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,372	1,848	+3596.0%	Shares	Sole	2026-08-03
2026-03-31	$3,879	50	-89.0%	Shares	Sole	2026-04-30
2025-12-31	$31,678	453	-20.1%	Shares	Sole	2026-02-17
2025-09-30	$41,538	567	+182.1%	Shares	Sole	2025-11-13
2025-06-30	$13,925	201	-47.2%	Shares	Sole	2025-08-12
2023-06-30	$22,383	381	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$35,170	573	+94.9%	Shares	Sole	2023-05-12
2022-12-31	$18,619	294	-94.8%	Shares	Sole	2023-02-13
2022-09-30	$331,676	5,695	+839.8%	Shares	Sole	2022-11-02
2022-06-30	$40,905	606	+409.2%	Shares	Sole	2022-08-02
2022-03-31	$8,322	119	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.