Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$354,654
+$86,771 QoQ
Shares Held
4,636
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#477
of 814 holders
Holding Since
Mar 2026
2 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, 2026Phillips Wealth Planners LLC holds $4,436,869 across 10 Utilities - Regulated Electric names. CMS ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,219 | $1,293,521 | |
| 2 | NEE |
Nextera Energy Inc
|
7,111 | $624,132 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,100 | $595,527 | |
| 4 | CMS |
Cms Energy Corp
This page
|
4,636 | $354,654 | |
| 5 | IDA |
Idacorp Inc
|
2,343 | $354,495 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
3,952 | $283,042 | |
| 7 | FE |
Firstenergy Corp
|
5,832 | $277,253 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,193 | $228,699 |
All Filings in CMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,654 | 4,636 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $267,883 | 3,453 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||