ROTHSCHILD INVESTMENT LLC

Position in CMS — Cms Energy Corp

CIK 85338 CHICAGO, IL

Position in CMS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$355,878

+$204,210 QoQ

Shares Held

4,652

+138.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#476

of 814 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $55,327,376 across 33 Utilities - Regulated Electric names. CMS ranks #20 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	109,458	$10,476,225
2	ED	Consolidated Edison Inc	47,228	$5,224,833
3	DUK	Duke Energy CORP	36,220	$4,584,727
4	EIX	Edison International	50,100	$3,729,945
5	PCG	PG&E Corp	210,995	$3,548,935
6	D	Dominion Energy, Inc	51,734	$3,532,914
7	WEC	Wec Energy Group, Inc.	26,427	$3,085,880
8	ES	Eversource Energy	39,154	$2,829,659

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,878	4,652	+138.0%	Shares	Sole	2026-08-06
2026-03-31	$151,668	1,955	+9.4%	Shares	Sole	2026-05-07
2025-12-31	$124,964	1,787	+7.1%	Shares	Sole	2026-02-10
2025-09-30	$122,197	1,668	+4.7%	Shares	Sole	2025-11-07
2025-06-30	$110,363	1,593	-2.5%	Shares	Sole	2025-08-11
2025-03-31	$122,729	1,634	+1.9%	Shares	Sole	2025-04-08
2024-12-31	$106,839	1,603	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$112,654	1,595	+3.2%	Shares	Sole	2024-10-18
2024-06-30	$91,973	1,545	+4.0%	Shares	Sole	2024-07-31
2024-03-31	$89,604	1,485	-5.2%	Shares	Sole	2024-07-31
2023-12-31	$90,995	1,567	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.