Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$525,248
+$325,868 QoQ
Shares Held
6,866
+167.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#429
of 814 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. CMS ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,248 | 6,866 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,380 | 2,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $105,804 | 1,513 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120,292 | 1,642 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $123,041 | 1,776 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $118,072 | 1,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $104,573 | 1,569 | Shares | Sole | 2025-02-14 | |
| 2020-03-31 | $334,463 | 5,693 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||