Position in CMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$31,032,684
+$145,604 QoQ
Shares Held
405,656
+1.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#97
of 814 holders
Holding Since
Jun 2021
21 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, 2026CIDEL ASSET MANAGEMENT INC holds $126,333,009 across 24 Utilities - Regulated Electric names. CMS ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
906,780 | $51,895,019 | |
| 2 | CMS |
Cms Energy Corp
This page
|
405,656 | $31,032,684 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
222,312 | $25,959,372 | |
| 4 | NGG |
National Grid PLC
|
61,790 | $5,120,537 | |
| 5 | NEE |
Nextera Energy Inc
|
37,424 | $3,284,704 | |
| 6 | DUK |
Duke Energy CORP
|
9,227 | $1,167,953 | |
| 7 | EMA |
Emera Inc
|
19,215 | $1,018,779 | |
| 8 | SO |
Southern Co
|
8,659 | $828,752 |
All Filings in CMS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,032,684 | 405,656 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $30,887,080 | 398,132 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,901,374 | 341,790 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,401,366 | 346,729 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $22,353,746 | 322,658 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,801,188 | 276,943 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,716,086 | 190,789 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $17,025,432 | 241,051 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,307,559 | 240,342 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $300,674 | 4,983 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $417,813 | 7,195 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,675,931 | 502,277 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,190,776 | 479,843 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,564,168 | 481,658 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $28,698,369 | 453,156 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $25,357,463 | 435,396 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $29,123,685 | 431,462 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $27,409,136 | 391,895 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $23,497,946 | 361,229 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $21,861,239 | 366,001 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $15,886,375 | 268,896 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||