Position in CMS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,847,198
+$562,728 QoQ
Shares Held
62,480
+2.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. CMS ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
This page
|
62,480 | $4,847,198 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,847,198 | 62,480 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,284,470 | 61,268 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $4,531,936 | 61,861 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $894,196 | 12,907 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $996,333 | 13,265 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,195,816 | 62,953 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,485,004 | 63,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,998,526 | 50,370 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,119,396 | 51,697 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,445,757 | 59,338 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,189,574 | 60,056 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,602,843 | 61,325 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,665,245 | 59,714 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $3,667,883 | 57,917 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $3,305,061 | 56,749 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $3,758,872 | 55,687 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,857,890 | 55,160 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,961,675 | 60,902 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $705,829 | 11,817 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||