Salomon & Ludwin, LLC

Position in CMS — Cms Energy Corp

CIK 1766156 RICHMOND, VA

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$20,119

-$1,680 QoQ

Shares Held

263

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#661

of 814 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Salomon & Ludwin, LLC holds $6,937,497 across 25 Utilities - Regulated Electric names. CMS ranks #20 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	67,733	$4,625,486
2	DUK	Duke Energy CORP	4,168	$527,585
3	SO	Southern Co	3,870	$370,397
4	AEP	American Electric Power Co Inc	2,479	$339,151
5	NEE	Nextera Energy Inc	2,786	$244,527
6	AEE	Ameren Corp	1,042	$117,787
7	PNW	Pinnacle West Capital Corp	1,085	$116,095
8	CNP	Centerpoint Energy Inc	2,226	$98,033

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,119	263	-6.4%	Shares	Sole	2026-08-07
2026-03-31	$21,799	281	0.0%	Shares	Sole	2026-05-11
2025-12-31	$19,650	281	+869.0%	Shares	Sole	2026-01-28
2025-09-30	$2,124	29	+61.1%	Shares	Sole	2025-10-21
2025-06-30	$1,247	18	0.0%	Shares	Sole	2025-07-29
2025-03-31	$1,351	18	0.0%	Shares	Sole	2025-04-28
2024-12-31	$1,199	18	0.0%	Shares	Sole	2025-01-30
2024-09-30	$1,271	18	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,071	18	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,086	18	0.0%	Shares	Sole	2024-05-02
2023-12-31	$1,045	18	0.0%	Shares	Sole	2024-02-07
2023-09-30	$955	18	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.