Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$771,043
-$60,459 QoQ
Shares Held
10,079
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#390
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, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. CMS ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
This page
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
|
12,913 | $602,004 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $771,043 | 10,079 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $831,502 | 10,718 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $725,453 | 10,374 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $751,647 | 10,260 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $738,316 | 10,657 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $843,710 | 11,233 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $738,948 | 11,087 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $811,468 | 11,489 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $690,964 | 11,607 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $787,376 | 13,049 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $776,744 | 13,376 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $744,495 | 14,018 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $835,718 | 14,225 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $961,947 | 15,672 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,002,640 | 15,832 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $957,698 | 16,444 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,194,142 | 17,691 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,204,646 | 17,224 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,161,532 | 17,856 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,095,089 | 18,334 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,128,782 | 19,106 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,353,023 | 22,101 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,887,710 | 30,941 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,253,808 | 36,701 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,207,691 | 37,790 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,298,652 | 39,126 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||