Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,078,934
-$904,714 QoQ
Shares Held
353,973
-1.9% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#103
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026US BANCORP \DE\ holds $538,294,445 across 39 Utilities - Regulated Electric names. CMS ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,840,822 | $249,338,944 | |
| 2 | DUK |
Duke Energy CORP
|
342,686 | $43,377,192 | |
| 3 | SO |
Southern Co
|
413,796 | $39,602,527 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
320,628 | $37,439,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
208,156 | $28,477,821 | |
| 6 | CMS |
Cms Energy Corp
This page
|
353,973 | $27,078,934 | |
| 7 | XEL |
Xcel Energy Inc
|
248,969 | $19,992,209 | |
| 8 | AEE |
Ameren Corp
|
95,687 | $10,816,457 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,078,934 | 353,973 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,983,648 | 360,707 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,555,357 | 365,442 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $16,231,555 | 221,561 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,597,559 | 225,138 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $17,348,981 | 230,981 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $15,544,645 | 233,228 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $16,844,546 | 238,490 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $14,086,998 | 236,637 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $14,624,302 | 242,365 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $13,827,279 | 238,114 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,732,295 | 296,221 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $16,453,171 | 280,054 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18,107,037 | 294,999 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $18,789,882 | 296,698 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,133,117 | 173,989 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $11,907,337 | 176,405 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $12,670,678 | 181,165 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $11,928,281 | 183,371 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,185,995 | 187,276 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $11,179,175 | 189,221 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $11,784,113 | 192,488 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $11,797,197 | 193,365 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $11,933,497 | 194,325 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $11,467,962 | 196,302 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $11,871,905 | 202,075 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||