Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,876,218
-$14,372 QoQ
Shares Held
116,029
+1.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#163
of 815 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. CMS ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
269,147 | $23,623,031 | |
| 2 | DTE |
Dte Energy Co
|
77,083 | $11,745,136 | |
| 3 | CMS |
Cms Energy Corp
This page
|
116,029 | $8,876,218 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,036 | $962,595 | |
| 5 | SO |
Southern Co
|
8,177 | $782,620 | |
| 6 | ETR |
Entergy Corp /De/
|
6,695 | $768,987 | |
| 7 | PPL |
PPL Corp
|
18,067 | $656,735 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,142 | $498,484 |
All Filings in CMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,876,218 | 116,029 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,890,590 | 114,599 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,976,075 | 114,058 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,332,811 | 113,743 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,934,499 | 114,528 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,357,503 | 124,584 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $8,399,765 | 126,028 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,077,578 | 128,523 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,634,245 | 128,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,762,258 | 128,642 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,370,371 | 92,481 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,018,583 | 113,323 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,789,443 | 115,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,079,200 | 115,334 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,604,495 | 104,287 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,735,805 | 115,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,766,010 | 115,052 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,828,384 | 111,930 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,434,680 | 98,919 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,645,500 | 111,259 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||