Position in CMS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$107,482
-$1,517 QoQ
Shares Held
1,405
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#599
of 813 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST FINANCIAL CORP /IN/ holds $2,045,956 across 10 Utilities - Regulated Electric names. CMS ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,187 | $1,332,962 | |
| 2 | DUK |
Duke Energy CORP
|
1,720 | $217,716 | |
| 3 | D |
Dominion Energy, Inc
|
2,000 | $136,580 | |
| 4 | CMS |
Cms Energy Corp
This page
|
1,405 | $107,482 | |
| 5 | EVRG |
Evergy, Inc.
|
1,000 | $86,430 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 7 | ES |
Eversource Energy
|
600 | $43,362 | |
| 8 | DTE |
Dte Energy Co
|
235 | $35,806 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,482 | 1,405 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $108,999 | 1,405 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $103,496 | 1,480 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $108,424 | 1,480 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $102,534 | 1,480 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $111,162 | 1,480 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $98,642 | 1,480 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $109,829 | 1,555 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $92,569 | 1,555 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $93,828 | 1,555 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $90,298 | 1,555 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $82,586 | 1,555 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $100,168 | 1,705 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $104,652 | 1,705 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $107,977 | 1,705 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $100,638 | 1,728 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $116,640 | 1,728 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $120,856 | 1,728 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $118,911 | 1,828 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $109,186 | 1,828 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $107,998 | 1,828 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $122,929 | 2,008 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $127,083 | 2,083 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $127,917 | 2,083 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $126,654 | 2,168 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $140,588 | 2,393 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||