Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$884,340
+$14,746 QoQ
Shares Held
11,560
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#372
of 814 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. CMS ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,917 | $1,309,265 | |
| 2 | ED |
Consolidated Edison Inc
|
10,666 | $1,179,979 | |
| 3 | EIX |
Edison International
|
14,225 | $1,059,051 | |
| 4 | EXC |
Exelon Corp
|
21,459 | $1,000,418 | |
| 5 | DUK |
Duke Energy CORP
|
7,160 | $906,312 | |
| 6 | CMS |
Cms Energy Corp
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|
11,560 | $884,340 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
9,866 | $800,724 | |
| 8 | SO |
Southern Co
|
8,004 | $766,062 |
All Filings in CMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884,340 | 11,560 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $869,594 | 11,209 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $757,271 | 10,829 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $544,471 | 7,859 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $548,603 | 7,304 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $468,082 | 7,023 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $512,632 | 7,258 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $431,294 | 7,245 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $439,637 | 7,286 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $423,098 | 7,286 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $318,128 | 5,990 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $136,593 | 2,325 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||