Azimuth Capital Investment Management LLC
Position in CMS — Cms Energy Corp
CIK 1942364
BLOOMFIELD HILLS, MI
Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$459,000
-$6,480 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#445
of 816 holders
Holding Since
Jun 2022
16 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, 2026Azimuth Capital Investment Management LLC holds $14,884,907 across 6 Utilities - Regulated Electric names. CMS ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
104,184 | $9,971,450 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
24,200 | $2,589,400 | |
| 3 | DTE |
Dte Energy Co
|
7,804 | $1,189,095 | |
| 4 | CMS |
Cms Energy Corp
This page
|
6,000 | $459,000 | |
| 5 | ED |
Consolidated Edison Inc
|
3,575 | $395,502 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,050 | $280,460 |
All Filings in CMS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,000 | 6,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $465,480 | 6,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $489,510 | 7,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $704,907 | 9,622 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $666,612 | 9,622 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $760,263 | 10,122 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $776,605 | 11,652 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $822,980 | 11,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $693,643 | 11,652 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $218,551 | 3,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210,329 | 3,622 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $212,792 | 3,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $222,318 | 3,622 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $229,381 | 3,622 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $210,945 | 3,622 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,485 | 3,622 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||