CoreCap Advisors, LLC

Position in CMS — Cms Energy Corp

CIK 1902501 SOUTHFIELD, MI

Position in CMS

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$293,607

+$78,788 QoQ

Shares Held

3,838

+38.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#509

of 815 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CoreCap Advisors, LLC holds $32,044,733 across 29 Utilities - Regulated Electric names. CMS ranks #10 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	54,003	$7,388,150
2	EIX	Edison International	80,959	$6,027,397
3	FE	Firstenergy Corp	120,491	$5,728,142
4	DTE	Dte Energy Co	32,311	$4,923,227
5	NEE	Nextera Energy Inc	21,144	$1,855,808
6	D	Dominion Energy, Inc	18,791	$1,283,237
7	SO	Southern Co	12,554	$1,201,543
8	DUK	Duke Energy CORP	8,994	$1,138,460

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,607	3,838	+38.6%	Shares	Sole	2026-07-06
2026-03-31	$214,819	2,769	+5.0%	Shares	Sole	2026-04-07
2025-12-31	$184,405	2,637	-0.1%	Shares	Sole	2026-01-13
2025-09-30	$193,333	2,639	+0.7%	Shares	Sole	2025-10-22
2025-06-30	$181,582	2,621	-4.9%	Shares	Sole	2025-08-14
2025-03-31	$207,003	2,756	-11.8%	Shares	Sole	2025-05-09
2024-12-31	$208,214	3,124	+10.5%	Shares	Sole	2025-02-14
2024-09-30	$199,671	2,827	+0.4%	Shares	Sole	2024-11-08
2024-03-31	$169,917	2,816	+1.7%	Shares	Sole	2024-08-08
2022-12-31	$175,424	2,770	+7.9%	Shares	Sole	2023-02-10
2022-06-30	$173,272	2,567	-13.0%	Shares	Sole	2022-08-11
2022-03-31	$206,323	2,950	-20.2%	Shares	Sole	2022-04-29
2021-12-31	$240,554	3,698	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.