Advisory Alpha, LLC

Position in CMS — Cms Energy Corp

CIK 1576762 HOLLAND, MI

Position in CMS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$471,087

-$3,237 QoQ

Shares Held

6,158

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#443

of 814 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. CMS ranks #11 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,470	$3,727,591
2	DUK	Duke Energy CORP	23,352	$2,955,896
3	SO	Southern Co	16,579	$1,586,776
4	PEG	Public Service Enterprise Group Inc	14,856	$1,205,712
5	DTE	Dte Energy Co	5,702	$868,813
6	AEP	American Electric Power Co Inc	6,179	$845,348
7	D	Dominion Energy, Inc	10,754	$734,390
8	EIX	Edison International	8,624	$642,056

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,087	6,158	+0.7%	Shares	Sole	2026-08-11
2026-03-31	$474,324	6,114	-1.0%	Shares	Sole	2026-05-14
2025-12-31	$431,677	6,173	-3.6%	Shares	Sole	2026-02-06
2025-09-30	$469,157	6,404	-6.7%	Shares	Sole	2025-11-12
2025-06-30	$475,537	6,864	-1.0%	Shares	Sole	2025-08-01
2025-03-31	$520,662	6,932	-3.8%	Shares	Sole	2025-05-19
2024-12-31	$480,279	7,206	+9.0%	Shares	Sole	2025-01-17
2024-09-30	$467,076	6,613	-0.1%	Shares	Sole	2024-11-12
2024-06-30	$394,029	6,619	+15.3%	Shares	Sole	2024-08-21
2024-03-31	$346,411	5,741	+5.8%	Shares	Sole	2024-05-06
2023-12-31	$315,029	5,425	+7.1%	Shares	Sole	2024-01-23
2023-09-30	$268,949	5,064	+97.9%	Shares	Sole	2023-10-18
2020-09-30	$157,148	2,559	+1.5%	Shares	Sole	2020-11-16
2020-03-31	$148,108	2,521	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.