AE Wealth Management LLC

Position in CMS — Cms Energy Corp

CIK 1697723 TOPEKA, KS

Position in CMS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$22,508,643

+$4,832,185 QoQ

Shares Held

290,135

+14.8% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

AE Wealth Management LLC holds $397,899,540 across 26 Utilities - Regulated Electric names. CMS ranks #8 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	338,993	$44,435,168
2	D	Dominion Energy, Inc	522,867	$32,323,605
3	ES	Eversource Energy	380,321	$26,348,611
4	EIX	Edison International	348,792	$25,524,573
5	EXC	Exelon Corp	501,219	$24,569,720
6	WEC	Wec Energy Group, Inc.	203,445	$23,552,796
7	FE	Firstenergy Corp	463,287	$23,470,093
8	CMS	Cms Energy Corp This page	290,135	$22,508,643

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,508,643	290,135	+14.8%	Shares	Other	2026-05-13
2025-12-31	$17,676,458	252,774	+3.5%	Shares	Other	2026-01-26
2025-09-30	$17,887,502	244,165	+5.8%	Shares	Other	2025-11-03
2025-06-30	$15,981,764	230,684	-5.0%	Shares	Other	2025-08-06
2025-03-31	$18,238,115	242,819	+12.6%	Shares	Other	2025-05-06
2024-12-31	$14,369,390	215,595	+6.3%	Shares	Other	2025-02-13
2024-09-30	$14,326,790	202,843	+0.0%	Shares	Other	2024-11-14
2024-06-30	$12,070,768	202,768	+4.9%	Shares	Other	2024-08-12
2024-03-31	$11,658,041	193,206	-17.6%	Shares	Other	2024-05-15
2023-12-31	$13,619,157	234,530	-12.3%	Shares	Sole	2024-02-14
2023-09-30	$14,196,037	267,295	-5.5%	Shares	Sole	2023-10-11
2023-06-30	$16,619,670	282,888	-0.2%	Shares	Sole	2023-07-10
2023-03-31	$17,393,434	283,373	+45.1%	Shares	Sole	2023-04-14
2022-12-31	$12,366,955	195,278	+37.5%	Shares	Sole	2023-01-31
2022-09-30	$8,268,973	141,981	+46.3%	Shares	Sole	2022-10-25
2022-06-30	$6,552,427	97,073	+52.5%	Shares	Sole	2022-08-03
2022-03-31	$4,451,471	63,647	+22.0%	Shares	Sole	2022-04-18
2021-12-31	$3,394,243	52,179	+11.1%	Shares	Sole	2022-01-20
2021-09-30	$2,806,234	46,982	+17.5%	Shares	Sole	2021-11-01
2021-06-30	$2,363,081	39,998	+65.2%	Shares	Sole	2021-07-21
2021-03-31	$1,482,564	24,217	+15.7%	Shares	Sole	2021-04-27
2020-12-31	$1,277,122	20,933	+318.2%	Shares	Sole	2021-02-01
2020-09-30	$307,357	5,005	+4.6%	Shares	Sole	2020-11-06
2020-06-30	$279,598	4,786	-48.2%	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.