Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,001,033
-$3,624,893 QoQ
Shares Held
51,573
-50.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Campbell & CO Investment Adviser LLC holds $55,862,511 across 17 Utilities - Regulated Electric names. CMS ranks #8 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
71,172 | $8,055,246 | |
| 2 | NGG |
National Grid PLC
|
88,246 | $7,465,611 | |
| 3 | LNT |
Alliant Energy Corp
|
90,443 | $6,490,189 | |
| 4 | EXC |
Exelon Corp
|
98,833 | $4,844,793 | |
| 5 | SO |
Southern Co
|
49,581 | $4,785,558 | |
| 6 | PCG |
PG&E Corp
|
250,058 | $4,393,519 | |
| 7 | D |
Dominion Energy, Inc
|
65,347 | $4,039,751 | |
| 8 | CMS |
Cms Energy Corp
This page
|
51,573 | $4,001,033 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,001,033 | 51,573 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $7,625,926 | 104,094 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,400,054 | 49,077 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $3,210,810 | 53,936 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $388,529 | 6,439 | Shares | Sole | 2024-05-10 | |
| 2022-09-30 | $1,415,697 | 24,308 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $892,698 | 15,110 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||