Janney Montgomery Scott LLC

Position in CMS — Cms Energy Corp

CIK 1329948 PHILADELPHIA, PA

Position in CMS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,924,434

-$285,665 QoQ

Shares Held

25,156

-11.7% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#285

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. CMS ranks #24 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,945,219	$170,731,871
2	DUK	Duke Energy CORP	766,917	$97,076,353
3	D	Dominion Energy, Inc	606,277	$41,402,656
4	SO	Southern Co	421,712	$40,362,055
5	AEP	American Electric Power Co Inc	248,727	$34,028,340
6	ETR	Entergy Corp /De/	178,820	$20,539,265
7	PPL	PPL Corp	560,564	$20,376,501
8	ED	Consolidated Edison Inc	162,158	$17,939,539

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,924,434	25,156	-11.7%	Shares	Sole	2026-08-05
2026-03-31	$2,210,099	28,488	-9.5%	Shares	Sole	2026-04-22
2025-12-31	$2,201,746	31,485	-2.6%	Shares	Sole	2026-02-11
2025-09-30	$2,368,642	32,332	-1.9%	Shares	Sole	2025-10-27
2025-06-30	$2,282,429	32,945	-4.8%	Shares	Sole	2025-07-17
2025-03-31	$2,598,130	34,591	-3.3%	Shares	Sole	2025-04-17
2024-12-31	$2,383,803	35,766	-1.5%	Shares	Sole	2025-01-17
2024-09-30	$2,563,727	36,298	-3.7%	Shares	Sole	2024-10-29
2024-06-30	$2,243,507	37,687	+6.7%	Shares	Sole	2024-07-25
2024-03-31	$2,131,570	35,326	+1.1%	Shares	Sole	2024-05-01
2023-12-31	$2,028,326	34,929	-1.8%	Shares	Sole	2024-02-08
2023-09-30	$1,889,441	35,576	-6.6%	Shares	Sole	2023-11-08
2023-06-30	$2,238,668	38,105	-5.5%	Shares	Sole	2023-07-26
2023-03-31	$2,476,253	40,343	+14.1%	Shares	Sole	2023-04-28
2022-12-31	$2,239,348	35,360	+4.1%	Shares	Sole	2023-02-01
2022-09-30	$1,977,596	33,956	-0.4%	Shares	Sole	2022-10-25
2022-06-30	$2,301,142	34,091	-10.7%	Shares	Sole	2022-08-03
2022-03-31	$2,669,469	38,168	-11.6%	Shares	Sole	2022-05-04
2021-12-31	$2,807,427	43,158	-14.5%	Shares	Sole	2022-01-27
2021-09-30	$3,014,990	50,477	-16.0%	Shares	Sole	2021-10-29
2021-06-30	$3,551,476	60,113	-6.5%	Shares	Sole	2021-07-26
2021-03-31	$3,934,854	64,274	-16.1%	Shares	Sole	2021-04-27
2020-12-31	$4,671,230	76,565	+3.4%	Shares	Sole	2021-01-25
2020-09-30	$4,547,594	74,053	+1.9%	Shares	Sole	2020-11-06
2020-06-30	$4,245,731	72,676	+7.2%	Shares	Sole	2020-07-23
2020-03-31	$3,982,133	67,781	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.