Position in CMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$146,050,281
-$17,973,543 QoQ
Shares Held
1,909,154
-9.7% QoQ
Ownership
0.609%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#32
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 34%
None 1%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026REAVES W H & CO INC holds $2,272,864,370 across 19 Utilities - Regulated Electric names. CMS ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
2,978,267 | $342,083,747 | |
| 2 | CNP |
Centerpoint Energy Inc
|
6,627,665 | $291,882,365 | |
| 3 | XEL |
Xcel Energy Inc
|
3,358,472 | $269,685,301 | |
| 4 | IDA |
Idacorp Inc
|
1,770,065 | $267,810,833 | |
| 5 | LNT |
Alliant Energy Corp
|
2,784,686 | $212,443,694 | |
| 6 | CMS |
Cms Energy Corp
This page
|
1,909,154 | $146,050,281 | |
| 7 | AEP |
American Electric Power Co Inc
|
994,697 | $136,084,496 | |
| 8 | NEE |
Nextera Energy Inc
|
1,439,436 | $126,339,297 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,050,281 | 1,909,154 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $164,023,824 | 2,114,254 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $145,963,700 | 2,087,283 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $157,437,058 | 2,149,018 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $129,729,709 | 1,872,542 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,143,100 | 361,378 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $85,197,428 | 1,278,281 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $93,895,380 | 1,329,398 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $79,904,855 | 1,342,262 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $89,376,814 | 1,481,220 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $104,400,045 | 1,797,831 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $95,926,484 | 1,806,185 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $111,168,511 | 1,892,230 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $82,290,630 | 1,340,675 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $87,046,071 | 1,374,484 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $90,912,698 | 1,561,001 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $102,818,024 | 1,523,230 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $115,256,503 | 1,647,934 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $113,143,350 | 1,739,329 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $112,325,311 | 1,880,551 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $111,614,348 | 1,889,207 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $114,653,733 | 1,872,815 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $113,234,925 | 1,856,006 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $109,843,267 | 1,788,687 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $87,246,355 | 1,493,433 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $67,744,331 | 1,153,095 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||