Acorn Wealth Advisors, LLC

Position in CMS — Cms Energy Corp

CIK 1730610 Grand Blanc, MI

Position in CMS

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

Position Value

$483,250

-$15,589 QoQ

Shares Held

6,317

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#439

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Acorn Wealth Advisors, LLC holds $4,268,165 across 4 Utilities - Regulated Electric names. CMS ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,288	$1,872,322
2	SO	Southern Co	10,468	$1,001,892
3	NEE	Nextera Energy Inc	10,376	$910,701
4	CMS	Cms Energy Corp This page	6,317	$483,250

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$483,250	6,317	-1.8%	Shares	Sole	2026-07-30
2026-03-31	$498,839	6,430	-12.8%	Shares	Sole	2026-04-30
2025-12-31	$515,523	7,372	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$541,171	7,387	+0.6%	Shares	Sole	2025-10-31
2025-06-30	$508,723	7,343	-1.9%	Shares	Sole	2025-08-14
2025-03-31	$562,423	7,488	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$496,409	7,448	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$522,803	7,402	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$447,367	7,515	-0.9%	Shares	Sole	2024-07-30
2024-03-31	$457,437	7,581	-25.3%	Shares	Sole	2024-04-26
2023-12-31	$589,062	10,144	+0.6%	Shares	Sole	2024-02-07
2023-09-30	$535,295	10,079	+4.7%	Shares	Sole	2023-11-07
2023-06-30	$565,527	9,626	+3.3%	Shares	Sole	2023-08-02
2023-03-31	$572,122	9,321	+0.8%	Shares	Sole	2023-05-09
2022-12-31	$585,739	9,249	-0.0%	Shares	Sole	2023-02-10
2022-09-30	$538,836	9,252	+0.4%	Shares	Sole	2022-11-09
2022-06-30	$621,945	9,214	+4.0%	Shares	Sole	2022-08-08
2022-03-31	$619,808	8,862	+0.7%	Shares	Sole	2022-05-03
2021-12-31	$572,700	8,804	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$522,398	8,746	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$513,582	8,693	-1.5%	Shares	Sole	2021-08-16
2021-03-31	$540,266	8,825	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$534,691	8,764	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$535,065	8,713	+3.6%	Shares	Sole	2020-11-04
2020-06-30	$491,370	8,411	-2.3%	Shares	Sole	2020-08-19
2020-03-31	$505,661	8,607	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.