Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,379,295
+$83,089 QoQ
Shares Held
18,030
+7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#323
of 815 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Portfolio Design Labs, LLC holds $8,602,478 across 9 Utilities - Regulated Electric names. CMS ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
71,348 | $2,593,499 | |
| 2 | CMS |
Cms Energy Corp
This page
|
18,030 | $1,379,295 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,666 | $1,128,698 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
9,850 | $1,053,950 | |
| 5 | NEE |
Nextera Energy Inc
|
11,511 | $1,010,320 | |
| 6 | PCG |
PG&E Corp
|
27,032 | $454,678 | |
| 7 | DUK |
Duke Energy CORP
|
3,143 | $397,840 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,720 | $372,123 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,295 | 18,030 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,296,206 | 16,708 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,704,333 | 24,372 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,749,302 | 23,878 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||