DT Investment Partners, LLC

Position in CMS — Cms Energy Corp

CIK 1537621 CHADDS FORD, PA

Position in CMS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$11,092

-$157 QoQ

Shares Held

145

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#689

of 814 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DT Investment Partners, LLC holds $2,102,557 across 16 Utilities - Regulated Electric names. CMS ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,715	$1,467,075
2	SO	Southern Co	2,201	$210,657
3	LNT	Alliant Energy Corp	1,636	$124,810
4	AEP	American Electric Power Co Inc	593	$81,128
5	EVRG	Evergy, Inc.	600	$51,858
6	ES	Eversource Energy	577	$41,699
7	DTE	Dte Energy Co	199	$30,321
8	DUK	Duke Energy CORP	190	$24,050

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,092	145	0.0%	Shares	Sole	2026-07-27
2026-03-31	$11,249	145	0.0%	Shares	Sole	2026-05-15
2025-12-31	$10,139	145	0.0%	Shares	Sole	2026-02-10
2025-09-30	$10,622	145	0.0%	Shares	Sole	2025-10-22
2025-06-30	$10,045	145	0.0%	Shares	Sole	2025-07-22
2025-03-31	$10,890	145	0.0%	Shares	Sole	2025-04-29
2024-12-31	$9,664	145	-85.6%	Shares	Sole	2025-01-30
2024-09-30	$71,124	1,007	0.0%	Shares	Sole	2024-10-23
2024-06-30	$59,946	1,007	+594.5%	Shares	Sole	2024-07-24
2024-03-31	$8,749	145	0.0%	Shares	Sole	2024-05-13
2023-12-31	$8,420	145	0.0%	Shares	Sole	2024-01-31
2023-09-30	$7,700	145	0.0%	Shares	Sole	2023-10-27
2023-06-30	$8,518	145	0.0%	Shares	Sole	2023-08-28
2023-03-31	$8,900	145	0.0%	Shares	Sole	2023-05-03
2022-12-31	$9,182	145	0.0%	Shares	Sole	2023-01-31
2022-09-30	$8,444	145	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.