Kentucky Retirement Systems Insurance Trust Fund
PensionPosition in CMS — Cms Energy Corp
CIK 1584686
FRANKFORT, KY
Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$606,492
-$804 QoQ
Shares Held
7,928
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#418
of 815 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, 2026Kentucky Retirement Systems Insurance Trust Fund holds $28,337,626 across 22 Utilities - Regulated Electric names. CMS ranks #20 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
54,655 | $4,797,069 | |
| 2 | SO |
Southern Co
|
28,868 | $2,762,956 | |
| 3 | DUK |
Duke Energy CORP
|
20,381 | $2,579,826 | |
| 4 | AEP |
American Electric Power Co Inc
|
14,016 | $1,917,528 | |
| 5 | D |
Dominion Energy, Inc
|
22,359 | $1,526,896 | |
| 6 | ETR |
Entergy Corp /De/
|
11,698 | $1,343,632 | |
| 7 | XEL |
Xcel Energy Inc
|
15,505 | $1,245,051 | |
| 8 | EXC |
Exelon Corp
|
26,481 | $1,234,544 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,492 | 7,928 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $607,296 | 7,828 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $547,412 | 7,828 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $573,479 | 7,828 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $560,683 | 8,093 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $650,001 | 8,654 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $252 | 9,420 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $624,722 | 8,845 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $573,392 | 9,632 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $586,323 | 9,717 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $603,579 | 10,394 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $536,676 | 10,105 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $615,112 | 10,470 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $636,142 | 10,364 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $658,632 | 10,400 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $605,696 | 10,400 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $669,060 | 9,912 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $598,196 | 8,553 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $491,778 | 7,560 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $459,383 | 7,691 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $445,108 | 7,534 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $483,393 | 7,896 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $496,194 | 8,133 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $460,575 | 7,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $411,276 | 7,040 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $505,485 | 8,604 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||