Cambridge Investment Research Advisors, Inc.
Position in CMS — Cms Energy Corp
CIK 1419186
FAIRFIELD, IA
Position in CMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,714,059
+$47,176 QoQ
Shares Held
22,406
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#300
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. CMS ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714,059 | 22,406 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,666,883 | 21,486 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,581,117 | 22,610 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,754,796 | 23,953 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,807,168 | 26,085 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,113,520 | 28,139 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,736,832 | 26,059 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,442,970 | 20,430 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,268,941 | 21,316 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,190,266 | 19,726 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,116,860 | 19,233 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,120,621 | 21,100 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,181,403 | 20,109 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,230,423 | 20,046 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,216,442 | 19,208 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,167,828 | 20,052 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,377,202 | 20,403 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,383,343 | 19,779 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,267,499 | 19,485 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $982,020 | 16,441 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $944,334 | 15,984 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $856,467 | 13,990 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $804,294 | 13,183 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $816,875 | 13,302 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $814,783 | 13,947 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $838,421 | 14,271 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||