Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,649,991
-$23,673 QoQ
Shares Held
86,928
+1.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#185
of 814 holders
Holding Since
Mar 2020
21 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, 2026FIRST AMERICAN BANK holds $36,395,973 across 7 Utilities - Regulated Electric names. CMS ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
93,824 | $12,836,060 | |
| 2 | CMS |
Cms Energy Corp
This page
|
86,928 | $6,649,991 | |
| 3 | ETR |
Entergy Corp /De/
|
40,071 | $4,602,553 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
35,796 | $4,179,898 | |
| 5 | NEE |
Nextera Energy Inc
|
39,002 | $3,423,204 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
32,449 | $2,633,560 | |
| 7 | DTE |
Dte Energy Co
|
13,590 | $2,070,707 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,649,991 | 86,928 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,673,664 | 86,023 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,917,056 | 84,614 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,098,455 | 83,244 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,632,602 | 81,302 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,057,546 | 80,649 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,322,069 | 79,851 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,521,712 | 78,178 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,199,424 | 70,543 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,287,700 | 71,059 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $3,429,439 | 59,057 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $2,868,311 | 54,007 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $3,222,496 | 54,851 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $2,987,241 | 48,668 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $2,542,699 | 40,150 | Shares | Sole | 2024-07-31 | |
| 2021-06-30 | $373,267 | 6,318 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $554,163 | 9,052 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,051,720 | 50,020 | Shares | Sole | 2021-01-06 | |
| 2020-09-30 | $2,530,644 | 41,209 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,416,426 | 41,363 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,215,991 | 37,719 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||