Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,757,171
+$1,771,937 QoQ
Shares Held
151,549
+6.1% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
16 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 Mar 31, 2026Tidal Investments LLC holds $253,670,869 across 30 Utilities - Regulated Electric names. CMS ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
556,578 | $51,694,964 | |
| 2 | ETR |
Entergy Corp /De/
|
237,092 | $26,639,657 | |
| 3 | AEP |
American Electric Power Co Inc
|
202,265 | $26,512,895 | |
| 4 | IDA |
Idacorp Inc
|
143,105 | $20,459,721 | |
| 5 | XEL |
Xcel Energy Inc
|
231,347 | $18,378,205 | |
| 6 | OGE |
Oge Energy Corp.
|
326,414 | $15,654,815 | |
| 7 | CMS |
Cms Energy Corp
This page
|
151,549 | $11,757,171 | |
| 8 | PPL |
PPL Corp
|
288,930 | $11,037,126 |
All Filings in CMS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,757,171 | 151,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,985,234 | 142,789 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,392,956 | 141,864 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,901,428 | 142,919 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,245,050 | 109,773 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,794,917 | 116,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,397,061 | 19,780 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,000,996 | 16,815 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,002,006 | 16,606 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $517,403 | 8,910 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $295,982 | 5,573 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $254,798 | 4,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $224,957 | 3,665 | Shares | Sole | 2023-05-23 | |
| 2022-06-30 | $218,227 | 3,233 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $268,569 | 3,840 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $225,593 | 3,468 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||