Secure Asset Management, LLC

Position in CMS — Cms Energy Corp

CIK 1800692 Troy, MI

Position in CMS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$222,309

New position

Shares Held

2,906

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#561

of 815 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Secure Asset Management, LLC holds $4,649,471 across 6 Utilities - Regulated Electric names. CMS ranks #6 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	31,185	$2,321,723
2	AEP	American Electric Power Co Inc	6,597	$902,535
3	DTE	Dte Energy Co	3,262	$497,030
4	DUK	Duke Energy CORP	3,414	$432,144
5	SO	Southern Co	2,860	$273,730
6	CMS	Cms Energy Corp This page	2,906	$222,309

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,309	2,906	—	Shares	Sole	2026-07-15
No filing history on record for this holder in this stock.