Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,100,537
-$34,309 QoQ
Shares Held
27,458
-0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#275
of 815 holders
Holding Since
Mar 2021
20 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, 2026Venture Visionary Partners LLC holds $30,705,129 across 12 Utilities - Regulated Electric names. CMS ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,917 | $12,192,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
66,046 | $9,035,753 | |
| 3 | CMS |
Cms Energy Corp
This page
|
27,458 | $2,100,537 | |
| 4 | SO |
Southern Co
|
20,384 | $1,950,952 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
10,831 | $1,264,735 | |
| 6 | DUK |
Duke Energy CORP
|
7,244 | $916,945 | |
| 7 | D |
Dominion Energy, Inc
|
11,345 | $774,750 | |
| 8 | ED |
Consolidated Edison Inc
|
6,279 | $694,645 |
All Filings in CMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,100,537 | 27,458 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,134,846 | 27,518 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,924,613 | 27,522 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,016,188 | 27,521 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $219,271 | 3,165 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $228,785 | 3,046 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $209,947 | 3,150 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $249,677 | 3,535 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $231,571 | 3,890 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $219,969 | 3,788 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $201,446 | 3,793 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $222,780 | 3,792 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $231,341 | 3,769 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $222,161 | 3,508 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $202,733 | 3,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $231,052 | 3,423 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $236,047 | 3,375 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $218,047 | 3,352 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $200,155 | 3,351 | Shares | Sole | 2021-10-20 | |
| 2021-03-31 | $217,881 | 3,559 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||