PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Position in CMS — Cms Energy Corp

CIK 2026926 MINNEAPOLIS, MN

Back to CMS Full portfolio

Position in CMS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,475,387

-$47,281 QoQ

Shares Held

32,358

-0.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#265

of 814 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CMS Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $16,836,453 across 4 Utilities - Regulated Electric names. CMS ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	76,004	$6,670,871
2	WEC	Wec Energy Group, Inc.	47,114	$5,501,501
3	CMS	Cms Energy Corp This page	32,358	$2,475,387
4	DUK	Duke Energy CORP	17,291	$2,188,694

All Filings in CMS

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,475,387	32,358	-0.5%	Shares	Sole	2026-08-05
2026-03-31	$2,522,668	32,517	-3.9%	Shares	Sole	2026-05-04
2025-12-31	$2,365,102	33,821	-0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,478,312	33,829	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$2,355,312	33,997	+8.2%	Shares	Sole	2025-08-11
2025-03-31	$2,360,106	31,422	+3.8%	Shares	Sole	2025-04-30
2024-12-31	$2,017,362	30,268	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.