Position in CMS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$278,766
+$20,580 QoQ
Shares Held
3,644
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#515
of 814 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Henrickson Nauta Wealth Advisors, Inc. holds $278,766 across 1 Utilities - Regulated Electric name. CMS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
3,644 | $278,766 |
All Filings in CMS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,766 | 3,644 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $258,186 | 3,328 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $352,936 | 5,047 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $256,996 | 3,508 | Shares | Defined | 2025-10-17 | |
| 2025-06-30 | $240,886 | 3,477 | Shares | Defined | 2025-07-08 | |
| 2025-03-31 | $264,312 | 3,519 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $233,674 | 3,506 | Shares | Defined | 2025-01-14 | |
| 2024-09-30 | $247,628 | 3,506 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $206,390 | 3,467 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $200,102 | 3,406 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $209,060 | 3,406 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $215,701 | 3,406 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $229,905 | 3,406 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $238,215 | 3,406 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $221,560 | 3,406 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||