International Private Wealth Advisors LLC

Position in CMS — Cms Energy Corp

CIK 2022637 SAN DIEGO, CA

Position in CMS

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

Position Value

$424,498

+$60,105 QoQ

Shares Held

5,549

+18.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#455

of 815 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

International Private Wealth Advisors LLC holds $5,349,689 across 12 Utilities - Regulated Electric names. CMS ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	10,170	$1,391,357
2	WEC	Wec Energy Group, Inc.	3,986	$465,445
3	CMS	Cms Energy Corp This page	5,549	$424,498
4	ES	Eversource Energy	5,373	$388,306
5	D	Dominion Energy, Inc	5,505	$375,936
6	LNT	Alliant Energy Corp	4,781	$364,742
7	EIX	Edison International	4,677	$348,202
8	OGE	Oge Energy Corp.	7,099	$345,437

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,498	5,549	+18.1%	Shares	Sole	2026-08-07
2026-03-31	$364,393	4,697	+9.8%	Shares	Sole	2026-04-21
2025-12-31	$299,160	4,278	-1.6%	Shares	Sole	2026-01-14
2025-09-30	$318,607	4,349	-11.7%	Shares	Sole	2025-11-06
2025-06-30	$341,134	4,924	-15.8%	Shares	Sole	2025-07-11
2025-03-31	$439,468	5,851	+8.2%	Shares	Sole	2025-04-14
2024-12-31	$360,309	5,406	+1.7%	Shares	Sole	2025-01-29
2024-09-30	$375,469	5,316	-5.1%	Shares	Sole	2024-11-06
2024-06-30	$333,427	5,601	+9.3%	Shares	Sole	2024-07-31
2024-03-31	$309,302	5,126	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.