Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$797,053
+$16,831 QoQ
Shares Held
10,419
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#383
of 814 holders
Holding Since
Sep 2021
20 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, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. CMS ranks #19 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
|
34,851 | $1,624,753 |
All Filings in CMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,053 | 10,419 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $780,222 | 10,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $703,635 | 10,062 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $768,424 | 10,489 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $719,472 | 10,385 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $774,834 | 10,316 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $661,901 | 9,931 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $709,690 | 10,048 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $585,239 | 9,831 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $632,845 | 10,488 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $588,481 | 10,134 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $534,127 | 10,057 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $533,685 | 9,084 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $491,408 | 8,006 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $481,371 | 7,601 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $408,844 | 7,020 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $395,820 | 5,864 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $387,887 | 5,546 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $320,306 | 4,924 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $214,311 | 3,588 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||