Position in CMS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,136,624
-$2,443,746 QoQ
Shares Held
14,651
-72.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 45%
Shared 55%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $3,515,066 across 4 Utilities - Regulated Electric names.
All Filings in CMS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,136,624 | 14,651 | Shares | Defined | 2026-05-11 | |
| 2024-12-31 | $3,580,370 | 53,719 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,479,486 | 20,947 | Shares | Defined | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||