Smartleaf Asset Management LLC

Position in CMS — Cms Energy Corp

CIK 2010393 BOSTON, MA

Position in CMS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$949,671

-$13,407 QoQ

Shares Held

12,414

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#361

of 815 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $21,284,917 across 38 Utilities - Regulated Electric names. CMS ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	38,791	$3,712,686
2	DUK	Duke Energy CORP	25,543	$3,233,232
3	NEE	Nextera Energy Inc	36,104	$3,168,848
4	AEP	American Electric Power Co Inc	8,577	$1,173,419
5	CMS	Cms Energy Corp This page	12,414	$949,671
6	NGG	National Grid PLC	11,345	$940,160
7	XEL	Xcel Energy Inc	11,236	$902,250
8	D	Dominion Energy, Inc	11,635	$794,554

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,671	12,414	0.0%	Shares	Sole	2026-08-12
2026-03-31	$963,078	12,414	-3.2%	Shares	Sole	2026-05-15
2025-12-31	$896,852	12,825	+9.3%	Shares	Sole	2026-02-13
2025-09-30	$859,413	11,731	+7.8%	Shares	Sole	2025-11-05
2025-06-30	$753,766	10,880	-10.1%	Shares	Sole	2025-08-14
2025-03-31	$908,530	12,096	-2.7%	Shares	Sole	2025-05-14
2024-12-31	$828,192	12,426	+10.4%	Shares	Sole	2025-02-05
2024-09-30	$795,293	11,260	+8.0%	Shares	Sole	2024-11-13
2024-06-30	$620,719	10,427	+18.9%	Shares	Sole	2024-10-08
2024-03-31	$529,181	8,770	+25.4%	Shares	Sole	2024-10-07
2023-12-31	$405,967	6,991	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.