Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,396,893
-$721,878 QoQ
Shares Held
148,979
-4.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#144
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. CMS ranks #11 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,396,893 | 148,979 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $12,118,771 | 156,210 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $2,641,116 | 37,768 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $2,694,649 | 36,782 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,620,100 | 37,819 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $2,726,793 | 36,304 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $2,238,440 | 33,585 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $2,462,303 | 34,862 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $2,036,878 | 34,216 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,102,849 | 34,850 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,372,972 | 40,864 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $2,179,846 | 41,044 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $2,435,363 | 41,453 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $2,475,946 | 40,338 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $4,067,749 | 64,231 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $4,567,413 | 78,424 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $5,440,027 | 80,593 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $5,696,473 | 81,448 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $5,661,561 | 87,034 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $5,055,188 | 84,634 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $4,998,699 | 84,609 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,455,559 | 89,114 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $5,447,521 | 89,289 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,755,160 | 93,717 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,534,068 | 94,729 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,273,458 | 89,761 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||