Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$369,280
+$39,001 QoQ
Shares Held
4,760
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Rehmann Capital Advisory Group holds $9,683,799 across 14 Utilities - Regulated Electric names. CMS ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,351 | $2,075,960 | |
| 2 | SO |
Southern Co
|
12,462 | $1,202,832 | |
| 3 | DUK |
Duke Energy CORP
|
8,133 | $1,064,935 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,119 | $1,064,238 | |
| 5 | NGG |
National Grid PLC
|
10,886 | $920,955 | |
| 6 | DTE |
Dte Energy Co
|
6,035 | $882,437 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,363 | $852,414 | |
| 8 | CMS |
Cms Energy Corp
This page
|
4,760 | $369,280 |
All Filings in CMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $369,280 | 4,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $330,279 | 4,723 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||