Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,390,472
+$320,095 QoQ
Shares Held
31,248
+17.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#268
of 814 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, 2026Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. CMS ranks #18 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
272,557 | $23,922,327 | |
| 2 | EIX |
Edison International
|
173,474 | $12,915,139 | |
| 3 | D |
Dominion Energy, Inc
|
148,831 | $10,163,668 | |
| 4 | ES |
Eversource Energy
|
102,948 | $7,440,051 | |
| 5 | SO |
Southern Co
|
76,871 | $7,357,323 | |
| 6 | DUK |
Duke Energy CORP
|
50,852 | $6,436,846 | |
| 7 | ETR |
Entergy Corp /De/
|
48,908 | $5,617,572 | |
| 8 | EXC |
Exelon Corp
|
98,188 | $4,577,524 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,390,472 | 31,248 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,070,377 | 26,687 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,673,145 | 23,926 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,532,452 | 20,918 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,354,146 | 19,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,341,840 | 17,865 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,314,204 | 19,718 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,437,532 | 20,353 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,423,898 | 23,919 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,422,455 | 23,574 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,374,574 | 23,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,142,980 | 21,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,208,135 | 20,564 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,061,505 | 17,294 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $910,115 | 14,371 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $688,105 | 11,815 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $776,520 | 11,504 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $765,283 | 10,942 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $773,379 | 11,889 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $968,163 | 16,209 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,064,444 | 18,017 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,474,544 | 24,086 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,497,490 | 24,545 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,228,507 | 20,005 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,135,275 | 19,433 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,131,290 | 19,256 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||