Steward Partners Investment Advisory, LLC
Position in CMS — Cms Energy Corp
CIK 1723397
STAMFORD, CT
Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,164,108
-$130,398 QoQ
Shares Held
28,289
-4.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#272
of 814 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, 2026Steward Partners Investment Advisory, LLC holds $177,883,380 across 36 Utilities - Regulated Electric names. CMS ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
568,426 | $49,890,750 | |
| 2 | ETR |
Entergy Corp /De/
|
218,078 | $25,048,439 | |
| 3 | AEP |
American Electric Power Co Inc
|
182,456 | $24,961,805 | |
| 4 | DUK |
Duke Energy CORP
|
196,991 | $24,935,120 | |
| 5 | SO |
Southern Co
|
174,167 | $16,669,523 | |
| 6 | D |
Dominion Energy, Inc
|
149,586 | $10,215,227 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,031 | $4,207,339 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
40,184 | $3,261,333 |
All Filings in CMS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,164,108 | 28,289 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,294,506 | 29,576 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,992,235 | 28,489 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,086,225 | 28,477 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,963,533 | 28,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,232,494 | 29,723 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,024,427 | 30,374 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,882,360 | 26,651 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,522,122 | 25,569 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,446,048 | 23,965 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,392,925 | 23,987 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,221,105 | 22,992 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,310,830 | 22,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,188,869 | 19,369 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,205,676 | 19,038 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,101,842 | 18,919 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,249,897 | 18,517 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,309,066 | 18,717 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,181,242 | 18,159 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,044,617 | 17,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 CMSD | $2,633 | 95 | Shares | Sole | 2021-08-13 | |
| 2021-06-30 | $965,071 | 16,335 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,500,747 | 24,514 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,068,834 | 17,519 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $881,663 | 14,357 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $827,519 | 14,165 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $788,425 | 13,420 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||