CALDWELL SUTTER CAPITAL, INC.

Position in CMS — Cms Energy Corp

CIK 702007 SAUSALITO, CA

Position in CMS

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

Position Value

$68,467

-$5,234 QoQ

Shares Held

895

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#618

of 814 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. CMS ranks #10 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	6,068	$768,087
2	NEE	Nextera Energy Inc	5,775	$506,871
3	ED	Consolidated Edison Inc	3,843	$425,151
4	D	Dominion Energy, Inc	5,329	$363,917
5	AEP	American Electric Power Co Inc	2,269	$310,421
6	PCG	PG&E Corp	10,537	$177,232
7	SO	Southern Co	994	$95,135
8	EVRG	Evergy, Inc.	956	$82,627

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,467	895	-5.8%	Shares	Sole	2026-08-05
2026-03-31	$73,701	950	0.0%	Shares	Sole	2026-05-06
2025-12-31	$66,433	950	+4.4%	Shares	Sole	2026-01-30
2025-09-30	$66,666	910	-2.2%	Shares	Sole	2025-10-29
2025-06-30	$64,430	930	+6.9%	Shares	Sole	2025-07-11
2025-03-31	$65,345	870	-10.9%	Shares	Sole	2025-04-16
2024-12-31	$65,050	976	0.0%	Shares	Sole	2025-01-21
2024-09-30	$68,934	976	0.0%	Shares	Sole	2024-10-25
2024-06-30	$58,101	976	+21.1%	Shares	Sole	2024-07-23
2024-03-31	$48,634	806	+12.4%	Shares	Sole	2024-04-19
2023-12-31	$41,636	717	+8.0%	Shares	Sole	2024-01-19
2023-09-30	$35,265	664	+18.8%	Shares	Sole	2023-10-25
2023-06-30	$32,841	559	+66.4%	Shares	Sole	2023-07-19
2023-03-31	$20,623	336	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.