Summit Financial, LLC

Position in CMS — Cms Energy Corp

CIK 1765536 PARSIPPANY, NJ

Position in CMS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$998,019

+$51,311 QoQ

Shares Held

13,046

+6.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#357

of 814 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. CMS ranks #9 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	93,428	$8,941,993
2	AEP	American Electric Power Co Inc	57,632	$7,884,633
3	NEE	Nextera Energy Inc	71,299	$6,257,913
4	PCG	PG&E Corp	260,601	$4,383,308
5	DUK	Duke Energy CORP	23,201	$2,936,782
6	EIX	Edison International	20,342	$1,514,461
7	WEC	Wec Energy Group, Inc.	12,616	$1,473,170
8	ED	Consolidated Edison Inc	10,521	$1,163,938

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$998,019	13,046	+6.9%	Shares	Sole	2026-08-12
2026-03-31	$946,708	12,203	-1.5%	Shares	Sole	2026-05-15
2025-12-31	$866,572	12,392	-3.6%	Shares	Sole	2026-02-13
2025-09-30	$942,196	12,861	+3.9%	Shares	Sole	2025-11-14
2025-06-30	$857,894	12,383	-0.5%	Shares	Sole	2025-08-13
2025-03-31	$934,293	12,439	+52.0%	Shares	Sole	2025-05-14
2024-12-31	$545,330	8,182	+0.9%	Shares	Sole	2025-02-12
2024-09-30	$572,526	8,106	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$480,764	8,076	+13.6%	Shares	Sole	2024-07-31
2024-03-31	$428,957	7,109	-1.0%	Shares	Sole	2024-04-24
2023-12-31	$417,174	7,184	-6.6%	Shares	Sole	2024-02-06
2023-09-30	$408,362	7,689	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$443,092	7,542	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.