Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,275,561
-$59,513 QoQ
Shares Held
16,674
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#333
of 814 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, 2026HARTFORD INVESTMENT MANAGEMENT CO holds $61,027,861 across 23 Utilities - Regulated Electric names. CMS ranks #20 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
115,360 | $10,125,147 | |
| 2 | SO |
Southern Co
|
62,297 | $5,962,445 | |
| 3 | DUK |
Duke Energy CORP
|
43,058 | $5,450,281 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,046 | $4,110,593 | |
| 5 | D |
Dominion Energy, Inc
|
48,421 | $3,306,670 | |
| 6 | ETR |
Entergy Corp /De/
|
25,399 | $2,917,329 | |
| 7 | XEL |
Xcel Energy Inc
|
34,494 | $2,769,868 | |
| 8 | EXC |
Exelon Corp
|
56,257 | $2,622,701 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,275,561 | 16,674 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,335,074 | 17,209 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,229,439 | 17,581 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,280,511 | 17,479 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,243,437 | 17,948 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,367,978 | 18,213 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,226,426 | 18,401 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,344,159 | 19,031 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,146,250 | 19,255 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,153,338 | 19,114 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,151,760 | 19,834 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,057,738 | 19,916 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,203,258 | 20,481 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,499,267 | 24,426 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,322,710 | 20,886 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,603,638 | 27,535 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,881,697 | 27,877 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,913,348 | 27,357 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,907,331 | 29,321 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,613,546 | 27,014 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,794,023 | 30,366 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,909,880 | 31,197 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,990,451 | 32,625 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,828,237 | 29,771 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,817,387 | 31,109 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,815,903 | 30,909 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||