Envestnet Portfolio Solutions, Inc.

Position in CMS — Cms Energy Corp

CIK 1998033 BERWYN, PA

Position in CMS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,320,313

-$13,675 QoQ

Shares Held

17,259

+0.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#331

of 814 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. CMS ranks #12 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,320,313	17,259	+0.4%	Shares	Sole	2026-07-20
2026-03-31	$1,333,988	17,195	-22.3%	Shares	Sole	2026-04-29
2025-12-31	$1,547,341	22,127	-2.7%	Shares	Sole	2026-02-06
2025-09-30	$1,665,639	22,736	-77.3%	Shares	Sole	2025-10-30
2025-06-30	$6,951,347	100,337	+28.3%	Shares	Sole	2025-07-25
2025-03-31	$5,872,550	78,186	+1.8%	Shares	Sole	2025-04-21
2024-12-31	$5,117,586	76,783	-2.9%	Shares	Sole	2025-02-10
2024-09-30	$5,584,643	79,069	+2.1%	Shares	Sole	2024-10-31
2024-06-30	$4,612,265	77,478	+0.2%	Shares	Sole	2024-07-16
2024-03-31	$4,665,187	77,315	+11.2%	Shares	Sole	2024-05-06
2023-12-31	$4,035,806	69,499	-12.3%	Shares	Sole	2024-02-07
2023-09-30	$4,208,967	79,250	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.