Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,975,338
+$799,279 QoQ
Shares Held
78,109
+17.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 814 holders
Holding Since
Jun 2024
9 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, 2026JONES FINANCIAL COMPANIES LLLP holds $1,180,108,070 across 40 Utilities - Regulated Electric names. CMS ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,743,676 | $220,714,507 | |
| 2 | NGG |
National Grid PLC
|
2,272,626 | $188,332,516 | |
| 3 | NEE |
Nextera Energy Inc
|
2,009,730 | $176,394,002 | |
| 4 | SO |
Southern Co
|
964,398 | $92,302,531 | |
| 5 | D |
Dominion Energy, Inc
|
1,190,474 | $81,297,468 | |
| 6 | AEP |
American Electric Power Co Inc
|
570,666 | $78,072,814 | |
| 7 | EVRG |
Evergy, Inc.
|
742,711 | $64,192,511 | |
| 8 | DTE |
Dte Energy Co
|
409,786 | $62,439,092 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,975,338 | 78,109 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,176,059 | 66,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $418,600 | 5,986 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $354,430 | 4,838 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $256,890 | 3,708 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $209,030 | 2,783 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $93,576 | 1,404 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $43,224 | 612 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $21,133 | 355 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||