Position in CMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$221,085
+$7,042 QoQ
Shares Held
2,890
+4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#563
of 815 holders
Holding Since
Mar 2020
21 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, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. CMS ranks #22 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,085 | 2,890 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $214,043 | 2,759 | Shares | Defined | 2026-05-11 | |
| 2025-09-30 | $212,673 | 2,903 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $201,119 | 2,903 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $218,044 | 2,903 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $205,548 | 3,084 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $217,822 | 3,084 | Shares | Defined | 2024-10-28 | |
| 2023-06-30 | $204,567 | 3,482 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $213,725 | 3,482 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $226,278 | 3,573 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $208,091 | 3,573 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,560 | 3,712 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $349,769 | 5,001 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $423,085 | 6,504 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $522,876 | 8,754 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $529,002 | 8,954 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $630,810 | 10,304 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $602,473 | 9,875 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $569,700 | 9,277 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $541,962 | 9,277 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $474,171 | 8,071 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||