Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$787,949
-$10,659 QoQ
Shares Held
10,300
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#388
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLB&B Advisors, LLC holds $22,713,177 across 11 Utilities - Regulated Electric names. CMS ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
97,782 | $11,418,003 | |
| 2 | NEE |
Nextera Energy Inc
|
43,835 | $3,847,397 | |
| 3 | DUK |
Duke Energy CORP
|
21,457 | $2,716,026 | |
| 4 | CNP |
Centerpoint Energy Inc
|
31,471 | $1,385,982 | |
| 5 | CMS |
Cms Energy Corp
This page
|
10,300 | $787,949 | |
| 6 | PPL |
PPL Corp
|
16,411 | $596,539 | |
| 7 | EXC |
Exelon Corp
|
10,947 | $510,349 | |
| 8 | SO |
Southern Co
|
4,902 | $469,170 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,949 | 10,300 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $798,608 | 10,294 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $727,551 | 10,404 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $827,397 | 11,294 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $812,308 | 11,725 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $930,688 | 12,391 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $874,181 | 13,116 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $961,698 | 13,616 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $817,287 | 13,729 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $831,424 | 13,779 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $834,582 | 14,372 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $796,490 | 14,997 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,023,072 | 17,414 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,138,292 | 18,545 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,275,086 | 20,134 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,198,812 | 20,584 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,399,545 | 20,734 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,557,144 | 22,264 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,569,591 | 24,129 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,695,376 | 28,384 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,805,425 | 30,559 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,111,906 | 34,497 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,485,486 | 40,739 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,739,745 | 44,614 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,796,214 | 47,864 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,914,822 | 49,614 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||