Position in CMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$233,631
New position
Shares Held
3,054
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#550
of 814 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 33%
Shared 0%
None 67%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. CMS ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,631 | 3,054 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||