Position in CMS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$892,602
-$77,846 QoQ
Shares Held
11,668
-6.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#370
of 815 holders
Holding Since
Dec 2025
3 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, 2026Braeburn Wealth Management LLC holds $1,108,516 across 2 Utilities - Regulated Electric names. CMS ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
11,668 | $892,602 | |
| 2 | NEE |
Nextera Energy Inc
|
2,460 | $215,914 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,602 | 11,668 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $970,448 | 12,509 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $857,551 | 12,263 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||