Position in CMS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,675,262
+$541,208 QoQ
Shares Held
21,594
+33.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. CMS ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in CMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,675,262 | 21,594 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,134,054 | 16,217 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,014,431 | 13,847 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $910,200 | 13,138 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,109,224 | 14,768 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $877,647 | 13,168 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $876,306 | 12,407 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $562,439 | 9,448 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $620,657 | 10,286 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $691,845 | 11,914 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $626,432 | 11,795 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $688,491 | 11,719 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $473,669 | 7,717 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $456,229 | 7,204 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $110,772 | 1,902 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $117,247 | 1,737 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $79,451 | 1,136 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $67,652 | 1,040 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $65,815 | 1,114 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $68,199 | 1,114 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $67,965 | 1,114 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $68,410 | 1,114 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $65,079 | 1,114 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $65,447 | 1,114 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||