Position in CMS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$988,379
-$7,049 QoQ
Shares Held
12,920
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#358
of 813 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. CMS ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
This page
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,379 | 12,920 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $995,428 | 12,831 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $897,271 | 12,831 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $853,918 | 11,656 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $807,527 | 11,656 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $886,748 | 11,806 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $786,869 | 11,806 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $840,920 | 11,906 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $708,764 | 11,906 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $750,388 | 12,436 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,015,412 | 17,486 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $941,958 | 17,736 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,096,333 | 18,661 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,139,274 | 18,561 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,159,635 | 18,311 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,004,640 | 17,250 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,164,375 | 17,250 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,190,728 | 17,025 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,107,476 | 17,025 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $1,019,889 | 17,075 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $1,008,791 | 17,075 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,020,843 | 16,675 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $999,038 | 16,375 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,013,265 | 16,500 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,092,454 | 18,700 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,204,375 | 20,500 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||