Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$202,419
+$6,685 QoQ
Shares Held
2,646
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#583
of 816 holders
Holding Since
Sep 2022
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Virtus Investment Advisers, LLC holds $4,555,959 across 13 Utilities - Regulated Electric names. CMS ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
28,988 | $2,158,156 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,498 | $204,941 | |
| 3 | LNT |
Alliant Energy Corp
|
2,667 | $203,465 | |
| 4 | DTE |
Dte Energy Co
|
1,330 | $202,652 | |
| 5 | CMS |
Cms Energy Corp
This page
|
2,646 | $202,419 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,727 | $201,661 | |
| 7 | ES |
Eversource Energy
|
2,785 | $201,271 | |
| 8 | AEE |
Ameren Corp
|
1,780 | $201,211 |
All Filings in CMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,419 | 2,646 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $195,734 | 2,523 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $163,006 | 2,331 | Shares | Other | 2026-02-17 | |
| 2023-03-31 | $108,519 | 1,768 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $111,967 | 1,768 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $102,968 | 1,768 | Shares | Other | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||