CX Institutional

Position in CMS — Cms Energy Corp

CIK 1737089 AUBURN, IN

Position in CMS

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$297,126

-$29,485 QoQ

Shares Held

3,884

-7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#506

of 814 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. CMS ranks #20 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297,126	3,884	-7.7%	Shares	Sole	2026-07-02
2026-03-31	$326,611	4,210	-4.9%	Shares	Sole	2026-04-06
2025-12-31	$309,440	4,425	+47.7%	Shares	Sole	2026-02-02
2025-09-30	$219,413	2,995	+65.2%	Shares	Sole	2025-10-23
2025-06-30	$125,604	1,813	-7.8%	Shares	Sole	2025-07-16
2025-03-31	$147,741	1,967	+106.6%	Shares	Sole	2025-04-15
2022-06-30	$64,260	952	+20.8%	Shares	Sole	2022-08-02
2021-09-30	$47,067	788	-15.7%	Shares	Sole	2021-11-10
2021-06-30	$55,239	935	+8.8%	Shares	Sole	2021-08-04
2021-03-31	$52,587	859	+0.9%	Shares	Sole	2021-04-15
2020-12-31	$51,919	851	+1.9%	Shares	Sole	2021-01-12
2020-09-30	$51,277	835	+37.1%	Shares	Sole	2020-10-13
2020-06-30	$35,577	609	+2.5%	Shares	Sole	2020-08-06
2020-03-31	$34,897	594	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.