Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,708,551
-$189,907 QoQ
Shares Held
22,334
-8.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 814 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, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. CMS ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,708,551 | 22,334 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,898,458 | 24,471 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,709,437 | 24,445 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,776,774 | 24,253 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,550,000 | 22,373 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,170,904 | 28,903 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,907,855 | 28,625 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,013,025 | 28,501 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,871,504 | 31,438 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,854,307 | 30,731 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,603,660 | 27,616 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,391,267 | 26,196 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,484,082 | 25,261 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,918,001 | 31,248 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,900,341 | 30,007 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,749,527 | 30,040 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,048,287 | 30,345 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,139,254 | 30,587 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,102,545 | 32,322 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,064,985 | 34,572 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,892,154 | 32,027 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,100,702 | 34,314 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,083,429 | 34,149 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,237,226 | 36,431 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,291,640 | 39,227 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $2,238,550 | 38,103 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||