Position in CMS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$5,449,451
+$65,821 QoQ
Shares Held
70,243
-8.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
11 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Summit Global Investments holds $29,965,402 across 13 Utilities - Regulated Electric names. CMS ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
38,444 | $5,621,281 | |
| 2 | CMS |
Cms Energy Corp
This page
|
70,243 | $5,449,451 | |
| 3 | EVRG |
Evergy, Inc.
|
63,001 | $5,161,041 | |
| 4 | EXC |
Exelon Corp
|
64,110 | $3,142,672 | |
| 5 | ED |
Consolidated Edison Inc
|
27,005 | $3,056,425 | |
| 6 | AEE |
Ameren Corp
|
17,346 | $1,906,672 | |
| 7 | NGG |
National Grid PLC
|
15,678 | $1,326,358 | |
| 8 | DUK |
Duke Energy CORP
|
8,965 | $1,173,877 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,449,451 | 70,243 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,383,630 | 76,986 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $8,170,687 | 111,530 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $8,018,467 | 115,740 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,683,704 | 195,496 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $15,505,989 | 232,648 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $1,968,066 | 33,499 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,127,860 | 34,667 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,364,513 | 68,917 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,047,505 | 69,497 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,674,577 | 69,253 | Shares | Sole | 2022-08-23 | |
| No filing history on record for this holder in this stock. | ||||||