Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,584,246
+$77,171 QoQ
Shares Held
33,781
+4.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#263
of 814 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. CMS ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
This page
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in CMS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,584,246 | 33,781 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,507,075 | 32,316 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,996,571 | 28,551 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,055,309 | 28,055 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,875,963 | 27,078 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,096,996 | 27,919 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,549,879 | 23,254 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,427,644 | 20,213 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,168,038 | 19,621 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,155,148 | 19,144 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,081,031 | 18,616 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $921,617 | 17,353 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $994,050 | 16,920 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,131,908 | 18,441 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,026,009 | 16,201 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $918,910 | 15,778 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,055,767 | 15,641 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,112,815 | 15,911 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $952,722 | 14,646 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||