Creative Planning

Position in CMS — Cms Energy Corp

CIK 1540235 OVERLAND PARK, KS

Position in CMS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,620,495

+$2,711,214 QoQ

Shares Held

138,830

+36.2% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#150

of 815 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. CMS ranks #24 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,045,998	$91,807,244
2	DUK	Duke Energy CORP	498,222	$63,064,939
3	AEP	American Electric Power Co Inc	453,339	$62,021,307
4	SO	Southern Co	625,306	$59,848,036
5	EVRG	Evergy, Inc.	536,615	$46,379,634
6	XEL	Xcel Energy Inc	534,313	$42,905,333
7	ED	Consolidated Edison Inc	386,650	$42,775,088
8	D	Dominion Energy, Inc	490,357	$33,486,479

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,620,495	138,830	+36.2%	Shares	Defined	2026-08-13
2026-03-31	$7,909,281	101,950	+28.2%	Shares	Sole	2026-05-12
2025-12-31	$5,560,274	79,512	+31.8%	Shares	Sole	2026-02-17
2025-09-30	$4,419,848	60,331	+19.4%	Shares	Sole	2025-11-14
2025-06-30	$3,499,193	50,508	+19.9%	Shares	Sole	2025-08-08
2025-03-31	$3,163,482	42,118	+3.1%	Shares	Sole	2025-05-15
2024-12-31	$2,722,185	40,843	+22.8%	Shares	Defined	2025-02-14
2024-09-30	$2,349,224	33,261	+1.6%	Shares	Defined	2024-10-11
2024-06-30	$1,948,829	32,737	-2.4%	Shares	Defined	2024-08-15
2024-03-31	$2,024,829	33,557	+13.1%	Shares	Defined	2024-05-13
2023-12-31	$1,723,458	29,679	+5.9%	Shares	Defined	2024-02-14
2023-09-30	$1,488,831	28,033	-12.5%	Shares	Defined	2023-11-16
2023-06-30	$1,881,468	32,025	+17.1%	Shares	Defined	2023-07-21
2023-03-31	$1,679,110	27,356	+18.1%	Shares	Sole	2023-05-15
2022-12-31	$1,466,406	23,155	+28.0%	Shares	Sole	2023-02-10
2022-09-30	$1,053,736	18,093	+1.1%	Shares	Sole	2022-11-03
2022-06-30	$1,207,845	17,894	+22.1%	Shares	Sole	2022-08-15
2022-03-31	$1,025,320	14,660	+1.5%	Shares	Sole	2022-05-16
2021-12-31	$939,972	14,450	-10.8%	Shares	Sole	2022-02-11
2021-09-30	$967,088	16,191	+18.1%	Shares	Sole	2021-11-10
2021-06-30	$809,691	13,705	-6.0%	Shares	Sole	2021-08-04
2021-03-31	$892,220	14,574	+4.8%	Shares	Sole	2021-04-30
2020-12-31	$848,344	13,905	+3.1%	Shares	Sole	2021-01-29
2020-09-30	$828,359	13,489	+20.3%	Shares	Sole	2020-11-05
2020-06-30	$654,829	11,209	-10.0%	Shares	Sole	2020-07-23
2020-03-31	$731,907	12,458	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.