Bogart Wealth, LLC

Position in CMS — Cms Energy Corp

CIK 1715740 MCLEAN, VA

Position in CMS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$6,579

+$5,105 QoQ

Shares Held

+352.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#714

of 815 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bogart Wealth, LLC holds $46,189,310 across 30 Utilities - Regulated Electric names. CMS ranks #23 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	125,886	$15,934,649
2	DTE	Dte Energy Co	89,506	$13,638,029
3	D	Dominion Energy, Inc	143,813	$9,820,989
4	XEL	Xcel Energy Inc	64,991	$5,218,777
5	AEP	American Electric Power Co Inc	3,167	$433,277
6	PEG	Public Service Enterprise Group Inc	4,112	$333,729
7	SO	Southern Co	2,780	$266,073
8	NEE	Nextera Energy Inc	1,861	$163,339

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,579	86	+352.6%	Shares	Sole	2026-07-24
2026-03-31	$1,474	19	+171.4%	Shares	Sole	2026-04-28
2025-12-31	$489	7	-30.0%	Shares	Sole	2026-01-30
2025-06-30	$692	10	-90.0%	Shares	Sole	2025-07-30
2022-12-31	$6,333	100	0.0%	Shares	Sole	2023-02-06
2022-09-30	$5,824	100	0.0%	Shares	Sole	2022-11-03
2022-06-30	$6,750	100	0.0%	Shares	Sole	2022-07-22
2022-03-31	$6,994	100	0.0%	Shares	Sole	2022-04-22
2021-12-31	$6,505	100	0.0%	Shares	Sole	2022-01-19
2021-09-30	$5,973	100	0.0%	Shares	Sole	2021-10-15
2021-06-30	$5,908	100	0.0%	Shares	Sole	2021-08-06
2021-03-31	$6,122	100	0.0%	Shares	Sole	2021-04-16
2020-12-31	$6,101	100	0.0%	Shares	Sole	2021-01-14
2020-09-30	$6,141	100	0.0%	Shares	Sole	2020-10-06
2020-06-30	$5,842	100	0.0%	Shares	Sole	2020-07-08
2020-03-31	$5,875	100	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.