Destiny Wealth Partners, LLC

Position in CMS — Cms Energy Corp

CIK 1844369 TAVARES, FL

Position in CMS

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,939

-$259,966 QoQ

Shares Held

-99.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Destiny Wealth Partners, LLC holds $415,904 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	EVRG	Evergy, Inc.	2,439	$210,802
2	ES	Eversource Energy	2,838	$205,102

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,939	25	-99.4%	Shares	Sole	2026-05-11
2022-09-30	$261,905	4,497	+35.7%	Shares	Sole	2022-10-25
2022-06-30	$223,762	3,315	+124.3%	Shares	Sole	2022-07-15
2022-03-31	$103,371	1,478	+61.0%	Shares	Sole	2022-04-21
2021-12-31	$59,715	918	+10.7%	Shares	Sole	2022-01-20
2021-09-30	$49,516	829	+33.3%	Shares	Sole	2021-10-28
2021-03-31	$38,078	622	-85.7%	Shares	Sole	2021-04-22
2020-12-31	$264,722	4,339	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.