Lido Advisors, LLC

Position in CMS — Cms Energy Corp

CIK 1650150 Los Angeles, CA

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,169,226

-$236,756 QoQ

Shares Held

15,284

-15.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#343

of 814 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 24% Shared 0% None 76%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. CMS ranks #22 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	330,323	$28,992,448
2	SO	Southern Co	163,484	$15,647,052
3	DUK	Duke Energy CORP	95,906	$12,139,779
4	AEP	American Electric Power Co Inc	74,857	$10,241,183
5	D	Dominion Energy, Inc	102,192	$6,978,690
6	DTE	Dte Energy Co	44,847	$6,833,336
7	ED	Consolidated Edison Inc	56,499	$6,250,484
8	FE	Firstenergy Corp	97,434	$4,632,012

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,169,226	15,284	-15.7%	Shares	Sole	2026-08-07
2026-03-31	$1,405,982	18,123	+1.0%	Shares	Defined	2026-05-13
2025-12-31	$1,255,173	17,949	-0.8%	Shares	Defined	2026-02-10
2025-09-30	$1,325,712	18,096	+81.5%	Shares	Sole	2025-11-14
2025-06-30	$690,651	9,969	-0.4%	Shares	Defined	2025-08-13
2025-03-31	$751,549	10,006	-10.3%	Shares	Sole	2025-05-15
2024-12-31	$743,280	11,152	+3.9%	Shares	Sole	2025-02-14
2024-09-30	$758,141	10,734	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$647,626	10,879	-6.1%	Shares	Sole	2024-08-15
2024-03-31	$698,857	11,582	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$664,610	11,445	+87.8%	Shares	Sole	2024-02-14
2023-09-30	$323,652	6,094	+57.3%	Shares	Sole	2023-11-14
2023-06-30	$227,655	3,875	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.