Sequoia Financial Advisors, LLC

Position in CMS — Cms Energy Corp

CIK 1599900 Akron, OH

Position in CMS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,973,776

+$798,207 QoQ

Shares Held

25,801

+70.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#281

of 814 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. CMS ranks #17 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	132,456	$18,121,305
2	NEE	Nextera Energy Inc	147,124	$12,913,073
3	SO	Southern Co	112,262	$10,744,596
4	DUK	Duke Energy CORP	56,447	$7,145,061
5	XEL	Xcel Energy Inc	47,995	$3,853,998
6	ED	Consolidated Edison Inc	34,618	$3,829,789
7	DTE	Dte Energy Co	24,355	$3,710,971
8	EIX	Edison International	41,760	$3,109,032

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,973,776	25,801	+70.3%	Shares	Sole	2026-07-17
2026-03-31	$1,175,569	15,153	+8.7%	Shares	Sole	2026-04-30
2025-12-31	$974,894	13,941	+16.4%	Shares	Sole	2026-02-03
2025-09-30	$877,728	11,981	+9.1%	Shares	Sole	2025-10-29
2025-06-30	$760,763	10,981	+5.4%	Shares	Sole	2025-07-25
2025-03-31	$782,270	10,415	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$693,626	10,407	+3.9%	Shares	Sole	2025-08-08
2024-09-30	$707,288	10,014	+28.5%	Shares	Sole	2024-10-21
2024-06-30	$463,738	7,790	+1.4%	Shares	Sole	2024-07-15
2024-03-31	$463,350	7,679	-5.4%	Shares	Sole	2024-04-30
2023-12-31	$471,470	8,119	+103.0%	Shares	Sole	2024-01-26
2023-09-30	$212,440	4,000	-18.6%	Shares	Sole	2023-11-08
2023-06-30	$288,580	4,912	+4.3%	Shares	Sole	2023-08-08
2023-03-31	$289,161	4,711	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.