TRANSCEND CAPITAL ADVISORS, LLC

Position in CMS — Cms Energy Corp

CIK 1776082 MADISON, NJ

Position in CMS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$277,924

+$45,107 QoQ

Shares Held

3,633

+21.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#516

of 814 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. CMS ranks #14 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,930	$2,626,956
2	PEG	Public Service Enterprise Group Inc	29,601	$2,402,417
3	SO	Southern Co	18,246	$1,746,324
4	PCG	PG&E Corp	96,842	$1,628,882
5	EIX	Edison International	20,803	$1,548,783
6	AEP	American Electric Power Co Inc	9,647	$1,319,806
7	ES	Eversource Energy	13,214	$954,975
8	ED	Consolidated Edison Inc	7,944	$878,844

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,924	3,633	+21.1%	Shares	Sole	2026-08-04
2026-03-31	$232,817	3,001	+1.0%	Shares	Sole	2026-05-13
2025-12-31	$207,831	2,972	+4.8%	Shares	Sole	2026-01-23
2025-09-30	$207,838	2,837	-44.9%	Shares	Sole	2025-11-04
2023-03-31	$315,861	5,146	+0.8%	Shares	Sole	2023-04-12
2022-12-31	$323,172	5,103	+2.0%	Shares	Sole	2023-01-20
2022-09-30	$291,374	5,003	-3.9%	Shares	Sole	2022-10-17
2022-06-30	$351,270	5,204	+0.3%	Shares	Sole	2022-07-12
2022-03-31	$362,988	5,190	+2.3%	Shares	Sole	2022-04-20
2021-12-31	$329,868	5,071	+22.7%	Shares	Sole	2022-01-20
2021-09-30	$246,804	4,132	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.