Position in CMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,891,156
-$26,699 QoQ
Shares Held
24,721
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#288
of 819 holders
Holding Since
Mar 2020
20 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, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $278,228,118 across 13 Utilities - Regulated Electric names. CMS ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
903,792 | $123,647,783 | |
| 2 | ETR |
Entergy Corp /De/
|
1,059,996 | $121,751,140 | |
| 3 | NGG |
National Grid PLC
|
255,077 | $21,138,230 | |
| 4 | NEE |
Nextera Energy Inc
|
56,784 | $4,983,931 | |
| 5 | CMS |
Cms Energy Corp
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|
24,721 | $1,891,156 | |
| 6 | POR |
Portland General Electric Co /Or/
|
28,598 | $1,482,234 | |
| 7 | AEE |
Ameren Corp
|
12,248 | $1,384,513 | |
| 8 | DUK |
Duke Energy CORP
|
4,695 | $594,293 |
All Filings in CMS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,891,156 | 24,721 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,917,855 | 24,721 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,782,935 | 25,496 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,870,620 | 25,534 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,785,414 | 25,771 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,928,899 | 25,681 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,729,434 | 25,948 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,848,245 | 26,168 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,592,308 | 26,748 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,718,724 | 28,484 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,685,655 | 29,028 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,563,239 | 29,434 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,729,247 | 29,434 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,822,924 | 29,699 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,917,189 | 30,273 | Shares | Sole | 2023-01-13 | |
| 2022-03-31 | $205,553 | 2,939 | Shares | Sole | 2022-04-14 | |
| 2020-12-31 | $2,059,941 | 33,764 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,101,081 | 34,214 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,220,777 | 38,014 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $2,516,145 | 42,828 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||