Position in CMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$269,280
-$342,515 QoQ
Shares Held
3,520
-55.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#524
of 814 holders
Holding Since
Mar 2020
23 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, 2026TOBAM holds $18,273,018 across 6 Utilities - Regulated Electric names. CMS ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
79,678 | $8,814,777 | |
| 2 | EXC |
Exelon Corp
|
172,217 | $8,028,756 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
13,649 | $1,107,752 | |
| 4 | CMS |
Cms Energy Corp
This page
|
3,520 | $269,280 | |
| 5 | PCG |
PG&E Corp
|
1,888 | $31,756 | |
| 6 | EIX |
Edison International
|
278 | $20,697 |
All Filings in CMS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,280 | 3,520 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $611,795 | 7,886 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $786,572 | 11,248 | Shares | Sole | 2026-03-02 | |
| 2025-09-30 | $72,966 | 996 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $38,727 | 559 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,095 | 414 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $49,720 | 746 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $61,306 | 868 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $39,230 | 659 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $43,384 | 719 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $45,584 | 785 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2 | 31 | Shares | Sole | 2023-10-31 | |
| 2022-09-30 | $1,118,615 | 19,207 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,501,212 | 37,055 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,292,005 | 47,069 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $63,423 | 975 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $58,236 | 975 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $57,603 | 975 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $59,689 | 975 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,461,265 | 40,342 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $5,882,402 | 95,789 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,142,271 | 190,727 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $13,518,433 | 230,101 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||