Position in CMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$30,649,933
+$8,141,290 QoQ
Shares Held
400,653
+38.1% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#98
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. CMS ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
This page
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,649,933 | 400,653 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $22,508,643 | 290,135 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $17,676,458 | 252,774 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $17,887,502 | 244,165 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $15,981,764 | 230,684 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $18,238,115 | 242,819 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $14,369,390 | 215,595 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $14,326,790 | 202,843 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $12,070,768 | 202,768 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $11,658,041 | 193,206 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,619,157 | 234,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,196,037 | 267,295 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $16,619,670 | 282,888 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $17,393,434 | 283,373 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,366,955 | 195,278 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $8,268,973 | 141,981 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,552,427 | 97,073 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,451,471 | 63,647 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,394,243 | 52,179 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,806,234 | 46,982 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,363,081 | 39,998 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,482,564 | 24,217 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,277,122 | 20,933 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $307,357 | 5,005 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $279,598 | 4,786 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $543,026 | 9,243 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||