Position in CMS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,329,566
+$593,413 QoQ
Shares Held
17,138
+62.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Brooklyn Investment Group holds $40,467,284 across 36 Utilities - Regulated Electric names. CMS ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,152 | $6,701,477 | |
| 2 | SO |
Southern Co
|
42,483 | $4,100,459 | |
| 3 | NGG |
National Grid PLC
|
44,641 | $3,776,628 | |
| 4 | DUK |
Duke Energy CORP
|
23,664 | $3,098,564 | |
| 5 | AEP |
American Electric Power Co Inc
|
18,342 | $2,404,269 | |
| 6 | D |
Dominion Energy, Inc
|
23,622 | $1,460,312 | |
| 7 | CMS |
Cms Energy Corp
This page
|
17,138 | $1,329,566 | |
| 8 | ETR |
Entergy Corp /De/
|
11,435 | $1,284,836 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,329,566 | 17,138 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $736,153 | 10,527 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $221,098 | 3,018 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $209,156 | 3,019 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $108,759 | 1,448 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $43,522 | 653 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $39,835 | 564 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||