Bleakley Financial Group, LLC

Position in CMS — Cms Energy Corp

CIK 1936953 PARSIPPANY, NJ

Position in CMS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,453,041

+$72,117 QoQ

Shares Held

18,994

+6.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#319

of 816 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $56,216,425 across 24 Utilities - Regulated Electric names. CMS ranks #18 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	66,546	$5,400,873
2	NEE	Nextera Energy Inc	53,621	$4,706,315
3	DUK	Duke Energy CORP	32,329	$4,092,204
4	AEP	American Electric Power Co Inc	28,496	$3,898,537
5	SO	Southern Co	35,377	$3,385,932
6	PCG	PG&E Corp	188,624	$3,172,655
7	ED	Consolidated Edison Inc	26,487	$2,930,256
8	D	Dominion Energy, Inc	41,434	$2,829,527

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,453,041	18,994	+6.7%	Shares	Sole	2026-08-05
2026-03-31	$1,380,924	17,800	+4.4%	Shares	Sole	2026-05-04
2025-12-31	$1,192,376	17,051	+2.6%	Shares	Sole	2026-02-09
2025-09-30	$1,217,434	16,618	+1.4%	Shares	Sole	2025-11-10
2025-06-30	$1,135,637	16,392	+23.6%	Shares	Sole	2025-07-30
2025-03-31	$995,958	13,260	+23.3%	Shares	Sole	2025-05-01
2024-12-31	$716,754	10,754	+13.8%	Shares	Sole	2025-01-27
2024-09-30	$667,524	9,451	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$563,987	9,474	-4.2%	Shares	Sole	2024-08-12
2024-03-31	$596,822	9,891	-5.3%	Shares	Sole	2024-05-08
2023-12-31	$606,657	10,447	-2.6%	Shares	Sole	2024-01-25
2023-09-30	$569,923	10,731	-8.0%	Shares	Sole	2023-11-14
2023-06-30	$684,966	11,659	+44.0%	Shares	Sole	2023-08-14
2023-03-31	$496,993	8,097	+20.1%	Shares	Sole	2023-05-12
2022-12-31	$426,970	6,742	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.