Bell Investment Advisors, Inc

Position in CMS — Cms Energy Corp

CIK 1890149 ORINDA, CA

Position in CMS

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

Position Value

$5,737

-$702 QoQ

Shares Held

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#721

of 814 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $633,737 across 34 Utilities - Regulated Electric names. CMS ranks #24 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,180	$103,568
2	XEL	Xcel Energy Inc	752	$60,385
3	AEP	American Electric Power Co Inc	374	$51,166
4	DUK	Duke Energy CORP	313	$39,619
5	PNW	Pinnacle West Capital Corp	338	$36,166
6	SO	Southern Co	374	$35,795
7	EIX	Edison International	420	$31,269
8	ETR	Entergy Corp /De/	243	$27,910

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,737	75	-9.6%	Shares	Sole	2026-08-07
2026-03-31	$6,439	83	+18.6%	Shares	Sole	2026-04-17
2025-12-31	$4,895	70	-9.1%	Shares	Sole	2026-02-24
2025-09-30	$5,641	77	-3.8%	Shares	Sole	2025-11-21
2025-06-30	$5,542	80	+14.3%	Shares	Sole	2025-08-11
2025-03-31	$5,257	70	0.0%	Shares	Sole	2025-05-16
2024-12-31	$4,665	70	+59.1%	Shares	Sole	2025-02-07
2024-09-30	$3,107	44	-17.0%	Shares	Sole	2024-11-13
2024-06-30	$3,155	53	0.0%	Shares	Sole	2024-08-08
2024-03-31	$3,198	53	0.0%	Shares	Sole	2024-05-08
2023-12-31	$3,077	53	-24.3%	Shares	Sole	2024-02-14
2023-09-30	$3,717	70	-17.6%	Shares	Sole	2023-11-08
2023-06-30	$4,993	85	+10.4%	Shares	Sole	2023-08-09
2023-03-31	$4,726	77	+26.2%	Shares	Sole	2023-05-10
2022-12-31	$3,863	61	+1.7%	Shares	Sole	2023-02-09
2022-09-30	$3,494	60	-20.0%	Shares	Sole	2022-11-09
2022-06-30	$5,062	75	+25.0%	Shares	Sole	2022-08-12
2021-12-31	$3,903	60	-11.8%	Shares	Sole	2022-02-14
2021-09-30	$4,061	68	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.