Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,439,287
+$3,439,287 QoQ
Shares Held
44,958
Ownership
0.014%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#238
of 814 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Derivatives in CMS
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$3,606,383
PutShares
46,486
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $11,746,878 across 9 Utilities - Regulated Electric names. CMS ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
55,239 | $4,848,327 | |
| 2 | CMS |
Cms Energy Corp
This page
|
44,958 | $3,439,287 | |
| 3 | DUK |
Duke Energy CORP
|
25,912 | $3,279,940 | |
| 4 | D |
Dominion Energy, Inc
|
1,250 | $85,362 | |
| 5 | DTE |
Dte Energy Co
|
500 | $76,185 | |
| 6 | EXC |
Exelon Corp
|
211 | $9,836 | |
| 7 | ETR |
Entergy Corp /De/
|
49 | $5,628 | |
| 8 | PCG |
PG&E Corp
|
75 | $1,261 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,439,287 | 44,958 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,606,383 | 46,486 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | $4,416,848 | 63,161 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,792,302 | 65,415 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,425,883 | 63,884 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,950,274 | 65,907 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,744,280 | 71,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,201,970 | 73,651 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $4,693,404 | 78,841 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,980,403 | 82,539 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,513,606 | 77,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,625,031 | 87,084 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,490,775 | 93,460 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,810,599 | 94,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,727,774 | 74,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,212,692 | 55,163 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,748,005 | 55,526 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,840,614 | 54,913 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,515,887 | 54,049 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,194,599 | 53,484 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,938,402 | 49,736 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,027,422 | 33,117 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||