Apollon Wealth Management, LLC

Position in CMS — Cms Energy Corp

CIK 1764387 MOUNT PLEASANT, SC

Position in CMS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$700,510

+$188,948 QoQ

Shares Held

9,157

+38.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#403

of 816 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. CMS ranks #17 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	315,851	$27,722,242
2	SO	Southern Co	65,680	$6,286,232
3	DUK	Duke Energy CORP	49,600	$6,278,368
4	AEP	American Electric Power Co Inc	30,201	$4,131,798
5	D	Dominion Energy, Inc	50,537	$3,451,171
6	WEC	Wec Energy Group, Inc.	15,046	$1,756,921
7	XEL	Xcel Energy Inc	20,796	$1,669,918
8	ES	Eversource Energy	22,137	$1,599,840

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,510	9,157	+38.9%	Shares	Sole	2026-07-23
2026-03-31	$511,562	6,594	+24.3%	Shares	Sole	2026-04-22
2025-12-31	$371,118	5,307	-0.9%	Shares	Sole	2026-01-22
2025-09-30	$392,453	5,357	-2.1%	Shares	Sole	2025-10-17
2025-06-30	$378,961	5,470	+18.8%	Shares	Sole	2025-07-25
2025-03-31	$345,881	4,605	+12.1%	Shares	Sole	2025-05-02
2024-12-31	$273,864	4,109	+19.1%	Shares	Sole	2025-01-28
2024-09-30	$243,673	3,450	+0.8%	Shares	Sole	2024-11-05
2024-06-30	$203,830	3,424	+0.0%	Shares	Sole	2024-07-19
2024-03-31	$206,543	3,423	-8.3%	Shares	Sole	2024-05-02
2022-09-30	$217,468	3,734	-8.5%	Shares	Sole	2022-11-08
2022-06-30	$275,400	4,080	-62.3%	Shares	Sole	2022-08-11
2022-03-31	$756,471	10,816	+3.5%	Shares	Sole	2022-05-16
2021-12-31	$680,097	10,455	+4.3%	Shares	Sole	2022-02-14
2021-09-30	$598,733	10,024	+974.4%	Shares	Sole	2021-11-15
2020-06-30	$54,505	933	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.