GAMMA Investing LLC

Position in CMS — Cms Energy Corp

CIK 2010235 FOSTER CITY, CA

Position in CMS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,245,726

+$70,389 QoQ

Shares Held

16,284

+7.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#335

of 814 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

GAMMA Investing LLC holds $45,973,504 across 39 Utilities - Regulated Electric names. CMS ranks #15 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	60,648	$5,323,074
2	AEP	American Electric Power Co Inc	32,204	$4,405,829
3	WEC	Wec Energy Group, Inc.	30,049	$3,508,821
4	DUK	Duke Energy CORP	25,658	$3,247,789
5	SO	Southern Co	30,705	$2,938,775
6	D	Dominion Energy, Inc	34,393	$2,348,697
7	ETR	Entergy Corp /De/	19,984	$2,295,362
8	XEL	Xcel Energy Inc	23,543	$1,890,502

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,245,726	16,284	+7.5%	Shares	Defined	2026-07-07
2026-03-31	$1,175,337	15,150	+5.6%	Shares	Defined	2026-04-06
2025-12-31	$1,003,215	14,346	-5.5%	Shares	Defined	2026-01-05
2025-09-30	$1,111,940	15,178	+8.0%	Shares	Defined	2025-10-02
2025-06-30	$973,522	14,052	+4.2%	Shares	Defined	2025-07-14
2025-03-31	$1,013,309	13,491	+17.6%	Shares	Defined	2025-04-15
2024-12-31	$764,542	11,471	+6.9%	Shares	Defined	2025-01-03
2024-09-30	$758,071	10,733	+29.1%	Shares	Defined	2024-10-07
2024-06-30	$494,991	8,315	+32.2%	Shares	Defined	2024-07-02
2024-03-31	$379,417	6,288	+21.5%	Shares	Defined	2024-04-05
2023-12-31	$300,454	5,174	—	Shares	Defined	2024-02-01
No filing history on record for this holder in this stock.