WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CMS — Cms Energy Corp
CIK 1632972
PLYMOUTH, MN
Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,019,463
+$1,067,700 QoQ
Shares Held
52,542
+38.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 815 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. CMS ranks #20 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in CMS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,019,463 | 52,542 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,951,763 | 38,048 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,725,871 | 38,980 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,466,664 | 33,670 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,138,881 | 30,873 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,161,665 | 28,780 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,096,775 | 61,467 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $8,040,236 | 113,836 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,384,727 | 23,261 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,026,624 | 17,014 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,069,417 | 18,416 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $991,457 | 18,668 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $1,310,516 | 22,502 | Shares | Sole | 2022-10-17 | |
| 2021-09-30 | $1,106,438 | 18,524 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||