Global Retirement Partners, LLC
PensionPosition in CMS — Cms Energy Corp
CIK 1749744
San Rafael, CA
Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$972,315
+$760,288 QoQ
Shares Held
12,710
+319.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#360
of 815 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. CMS ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,315 | 12,710 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $212,027 | 3,032 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $898,826 | 12,269 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $158,443 | 2,287 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $144,297 | 2,165 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $183,920 | 2,604 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $118,405 | 1,989 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $69,632 | 1,154 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $108,474 | 1,868 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,862 | 1,033 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $59,278 | 1,009 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $60,213 | 981 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,802 | 139 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,522 | 112 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,222 | 107 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,133 | 102 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,404 | 57 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,477 | 25 | Shares | Sole | 2021-07-15 | |
| 2020-12-31 | $4,636 | 76 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,079 | 99 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,783 | 99 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $4,700 | 80 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||