Ritter Daniher Financial Advisory LLC / DE
Position in CMS — Cms Energy Corp
CIK 1936603
CINCINNATI, OH
Position in CMS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$11,245
-$159 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#688
of 815 holders
Holding Since
Sep 2025
4 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,970,447 across 12 Utilities - Regulated Electric names. CMS ranks #10 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,273 | $1,164,971 | |
| 2 | DUK |
Duke Energy CORP
|
3,092 | $391,385 | |
| 3 | SO |
Southern Co
|
1,450 | $138,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,005 | $137,494 | |
| 5 | PPL |
PPL Corp
|
1,081 | $39,294 | |
| 6 | ED |
Consolidated Edison Inc
|
250 | $27,657 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119 | $13,895 | |
| 8 | XEL |
Xcel Energy Inc
|
162 | $13,008 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,245 | 147 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $11,404 | 147 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,279 | 147 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,769 | 147 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||