Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,616,445
+$103,946 QoQ
Shares Held
21,130
+8.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#307
of 816 holders
Holding Since
Mar 2022
18 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, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. CMS ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
This page
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in CMS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616,445 | 21,130 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,512,499 | 19,496 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,341,607 | 19,185 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,040,878 | 14,208 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $366,976 | 5,297 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $398,383 | 5,304 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $346,313 | 5,196 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $372,714 | 5,277 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $313,961 | 5,274 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $358,841 | 5,947 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $340,232 | 5,859 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $319,828 | 6,022 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $372,063 | 6,333 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $378,407 | 6,165 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $390,302 | 6,163 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $358,874 | 6,162 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $415,867 | 6,161 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $432,019 | 6,177 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||