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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in CMS — Cms Energy Corp

CIK 1631073 WASHINGTON, DC
Back to CMS Full portfolio

Position in CMS

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,606
-$178 QoQ
Shares Held
21
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#762
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CMS Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. CMS ranks #22 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EIX
Edison International
 737 $54,869
2 DUK
Duke Energy CORP
 211 $26,708
3 EXC
Exelon Corp
 354 $16,503
4 AEP
American Electric Power Co Inc
 102 $13,954
5 NGG
National Grid PLC
 159 $13,176
6 ED
Consolidated Edison Inc
 115 $12,722
7 NEE
Nextera Energy Inc
 113 $9,918
8 KEP
Korea Electric Power Corp
 744 $9,002

All Filings in CMS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,606 21
2026-03-31 $1,784 23
2025-12-31 $1,328 19
2025-09-30 $2,490 34
2025-06-30 $2,355 34
2025-03-31 $4,581 61
2024-12-31 $4,065 61
2024-09-30 $2,401 34
2024-06-30 $2,024 34
2024-03-31 $2,051 34
2023-12-31 $1,974 34
2023-09-30 $1,805 34
2023-06-30 $1,997 34
2023-03-31 $2,086 34
2022-12-31 $2,153 34
2022-09-30 $1,980 34
2022-06-30 $2,295 34
2022-03-31 $2,377 34
2021-12-31 $2,211 34
2021-09-30 $2,030 34
2021-06-30 $2,008 34
2021-03-31 $2,081 34
2020-12-31 $2,074 34
2020-09-30 $2,087 34
2020-06-30 $1,986 34
2020-03-31 $1,997 34

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