True Wealth Design, LLC

Position in CMS — Cms Energy Corp

CIK 1966033 AKRON, OH

Position in CMS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$40,239

+$30,620 QoQ

Shares Held

526

+324.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#635

of 814 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

True Wealth Design, LLC holds $2,518,337 across 37 Utilities - Regulated Electric names. CMS ranks #15 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,714	$413,747
2	EIX	Edison International	5,246	$390,564
3	PCG	PG&E Corp	22,007	$370,157
4	ES	Eversource Energy	3,131	$226,277
5	DTE	Dte Energy Co	701	$106,811
6	ED	Consolidated Edison Inc	947	$104,766
7	DUK	Duke Energy CORP	817	$103,415
8	XEL	Xcel Energy Inc	978	$78,533

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,239	526	+324.2%	Shares	Sole	2026-07-16
2026-03-31	$9,619	124	+3.3%	Shares	Sole	2026-04-13
2025-12-31	$8,391	120	-4.8%	Shares	Sole	2026-01-08
2025-09-30	$9,230	126	+59.5%	Shares	Sole	2025-10-21
2025-06-30	$5,473	79	-23.3%	Shares	Sole	2025-08-06
2025-03-31	$7,736	103	+505.9%	Shares	Sole	2025-05-13
2024-12-31	$1,133	17	+13.3%	Shares	Sole	2025-02-14
2024-09-30	$1,059	15	+15.4%	Shares	Sole	2024-11-14
2024-06-30	$773	13	+85.7%	Shares	Sole	2024-08-14
2024-03-31	$422	7	+75.0%	Shares	Sole	2024-05-14
2023-12-31	$232	4	0.0%	Shares	Sole	2024-02-14
2023-09-30	$212	4	0.0%	Shares	Sole	2023-11-13
2023-06-30	$235	4	0.0%	Shares	Sole	2023-08-14
2023-03-31	$245	4	0.0%	Shares	Sole	2023-05-12
2022-12-31	$253	4	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.