Summit Global Investments

Position in CMS — Cms Energy Corp

CIK 1697953 BOUNTIFUL, UT

Position in CMS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,663,194

-$2,786,257 QoQ

Shares Held

34,813

-50.4% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#261

of 820 holders

Holding Since

Jun 2022

12 quarters on record

Utilities · as of Jun 30, 2026

Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. CMS ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	62,992	$5,444,398
2	ED	Consolidated Edison Inc	41,488	$4,589,817
3	DTE	Dte Energy Co	29,060	$4,427,872
4	DUK	Duke Energy CORP	23,397	$2,961,592
5	CMS	Cms Energy Corp This page	34,813	$2,663,194
6	PEG	Public Service Enterprise Group Inc	31,733	$2,575,450
7	PPL	PPL Corp	57,691	$2,097,067
8	AEE	Ameren Corp	18,370	$2,076,544

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,663,194	34,813	-50.4%	Shares	Sole	2026-08-03
2026-03-31	$5,449,451	70,243	-8.8%	Shares	Sole	2026-05-07
2025-12-31	$5,383,630	76,986	-31.0%	Shares	Sole	2026-02-18
2025-09-30	$8,170,687	111,530	-3.6%	Shares	Sole	2025-11-03
2025-06-30	$8,018,467	115,740	-40.8%	Shares	Sole	2025-08-12
2025-03-31	$14,683,704	195,496	-16.0%	Shares	Sole	2025-04-07
2024-12-31	$15,505,989	232,648	+594.5%	Shares	Sole	2025-02-11
2023-06-30	$1,968,066	33,499	-3.4%	Shares	Sole	2023-07-19
2023-03-31	$2,127,860	34,667	-49.7%	Shares	Sole	2023-05-04
2022-12-31	$4,364,513	68,917	-0.8%	Shares	Sole	2023-01-31
2022-09-30	$4,047,505	69,497	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$4,674,577	69,253	—	Shares	Sole	2022-08-23
No filing history on record for this holder in this stock.