NewSquare Capital LLC

Position in CMS — Cms Energy Corp

CIK 1546989 NEWTOWN SQUARE, PA

Position in CMS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,952,702

+$233,421 QoQ

Shares Held

90,885

+4.9% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#178

of 813 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

NewSquare Capital LLC holds $13,466,635 across 2 Utilities - Regulated Electric names. CMS ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CMS	Cms Energy Corp This page	90,885	$6,952,702
2	DUK	Duke Energy CORP	51,461	$6,513,933

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,952,702	90,885	+4.9%	Shares	Sole	2026-07-28
2026-03-31	$6,719,281	86,611	-2.1%	Shares	Sole	2026-05-08
2025-12-31	$6,186,567	88,468	-28.7%	Shares	Sole	2026-02-17
2025-09-30	$9,088,855	124,063	-0.7%	Shares	Sole	2025-11-12
2025-06-30	$8,656,397	124,948	+5.7%	Shares	Sole	2025-08-05
2025-03-31	$8,882,133	118,255	-0.0%	Shares	Sole	2025-04-14
2024-12-31	$7,882,428	118,266	-0.2%	Shares	Sole	2025-02-06
2024-09-30	$8,373,257	118,551	-1.3%	Shares	Sole	2024-11-04
2024-06-30	$7,148,243	120,078	+3.3%	Shares	Sole	2024-07-23
2024-03-31	$7,016,154	116,277	+1.1%	Shares	Sole	2024-05-08
2023-12-31	$6,678,456	115,007	+2.1%	Shares	Sole	2024-02-01
2023-09-30	$5,984,487	112,681	+5.1%	Shares	Sole	2023-11-03
2023-06-30	$6,296,472	107,174	+6.6%	Shares	Sole	2023-08-03
2023-03-31	$6,170,163	100,524	+8.6%	Shares	Sole	2023-05-01
2022-12-31	$5,862,648	92,573	+7.8%	Shares	Sole	2023-02-07
2022-09-30	$5,002,699	85,898	+7.9%	Shares	Sole	2022-10-25
2022-06-30	$5,372,527	79,593	+10.3%	Shares	Sole	2022-07-26
2022-03-31	$5,046,171	72,150	+12.5%	Shares	Sole	2022-05-10
2021-12-31	$4,170,095	64,106	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.