Sowell Financial Services LLC

Position in CMS — Cms Energy Corp

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CMS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$322,447

-$53,195 QoQ

Shares Held

4,215

-12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#491

of 814 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. CMS ranks #17 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	30,590	$3,872,082
2	FE	Firstenergy Corp	69,833	$3,319,860
3	ETR	Entergy Corp /De/	25,483	$2,926,977
4	NEE	Nextera Energy Inc	28,521	$2,503,288
5	SO	Southern Co	24,007	$2,297,709
6	EXC	Exelon Corp	18,943	$883,122
7	PNW	Pinnacle West Capital Corp	7,785	$832,995
8	AEP	American Electric Power Co Inc	4,439	$607,299

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,447	4,215	-12.9%	Shares	Sole	2026-07-20
2026-03-31	$375,642	4,842	-2.7%	Shares	Sole	2026-04-20
2025-12-31	$348,041	4,977	+2.3%	Shares	Sole	2026-01-21
2025-09-30	$356,556	4,867	+2.1%	Shares	Sole	2025-10-17
2025-06-30	$330,327	4,768	+1.9%	Shares	Sole	2025-07-14
2025-03-31	$351,364	4,678	-6.8%	Shares	Sole	2025-04-17
2021-03-31	$307,446	5,022	-4.9%	Shares	Sole	2021-05-07
2020-12-31	$322,132	5,280	-9.3%	Shares	Sole	2021-01-13
2020-09-30	$357,590	5,823	-30.4%	Shares	Sole	2020-11-12
2020-06-30	$488,508	8,362	+63.4%	Shares	Sole	2020-08-13
2020-03-31	$300,741	5,119	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.