Vanguard Personalized Indexing Management, LLC

Position in CMS — Cms Energy Corp

CIK 1767306 OAKLAND, CA

Back to CMS Full portfolio

Position in CMS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,553,960

+$36,483 QoQ

Shares Held

46,457

+2.5% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#234

of 814 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 72% Shared 0% None 28%

Common Shares in CMS Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $188,209,434 across 35 Utilities - Regulated Electric names. CMS ranks #20 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	325,866	$28,601,258
2	DUK	Duke Energy CORP	142,989	$18,099,547
3	SO	Southern Co	160,532	$15,364,517
4	AEP	American Electric Power Co Inc	86,241	$11,798,631
5	D	Dominion Energy, Inc	143,422	$9,794,288
6	ETR	Entergy Corp /De/	81,518	$9,363,157
7	ED	Consolidated Edison Inc	84,010	$9,294,026
8	EXC	Exelon Corp	182,426	$8,504,700

All Filings in CMS

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,553,960	46,457	+2.5%	Shares	Sole	2026-08-11
2026-03-31	$3,517,477	45,340	+1.8%	Shares	Sole	2026-05-14
2025-12-31	$3,113,423	44,522	+4.0%	Shares	Sole	2026-02-13
2025-09-30	$3,136,626	42,815	-1.0%	Shares	Sole	2025-10-31
2025-06-30	$2,996,360	43,250	+9.9%	Shares	Sole	2025-07-25
2025-03-31	$2,955,052	39,343	+7.3%	Shares	Sole	2025-05-14
2024-12-31	$2,443,988	36,669	+17.4%	Shares	Sole	2025-02-10
2024-09-30	$2,206,128	31,235	+15.9%	Shares	Sole	2024-11-12
2024-06-30	$1,603,916	26,943	+8.0%	Shares	Sole	2024-08-12
2024-03-31	$1,505,000	24,942	+20.8%	Shares	Sole	2024-05-09
2023-12-31	$1,198,564	20,640	+16.0%	Shares	Sole	2024-02-08
2023-09-30	$944,720	17,788	-21.5%	Shares	Sole	2023-11-08
2023-06-30	$1,330,981	22,655	+23.5%	Shares	Sole	2023-07-28
2023-03-31	$1,126,138	18,347	+23.5%	Shares	Sole	2023-05-10
2022-12-31	$940,640	14,853	-4.9%	Shares	Sole	2023-02-10
2022-09-30	$909,883	15,623	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$988,605	14,646	+41.6%	Shares	Sole	2022-08-12
2022-03-31	$723,389	10,343	+20.9%	Shares	Sole	2022-05-16
2021-12-31	$556,437	8,554	+15.2%	Shares	Sole	2022-02-23
2021-09-30	$443,435	7,424	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$439,673	7,442	+18.7%	Shares	Sole	2021-08-11
2021-03-31	$383,910	6,271	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.