Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,065
-$32,302 QoQ
Shares Held
27
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#758
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. CMS ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,065 | 27 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $34,367 | 443 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $30,978 | 443 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $32,453 | 443 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $23,416 | 338 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,387 | 338 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $22,527 | 338 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,872 | 338 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,121 | 338 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,394 | 338 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $19,627 | 338 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $17,951 | 338 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $19,857 | 338 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,746 | 338 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,652 | 184 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,716 | 184 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $35,235 | 522 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,508 | 522 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,956 | 522 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,179 | 522 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,839 | 522 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,956 | 522 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,847 | 522 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,056 | 522 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $30,495 | 522 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $30,667 | 522 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||