Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$725,143
+$405,281 QoQ
Shares Held
9,479
+129.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#397
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, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. CMS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $725,143 | 9,479 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $319,862 | 4,123 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $288,461 | 4,125 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,935,088 | 40,064 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,361,957 | 120,698 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $9,331,891 | 124,243 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $10,346,812 | 155,241 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,778,138 | 152,600 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,911,595 | 200,094 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,207,928 | 202,319 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $9,982,349 | 171,902 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,612,591 | 180,994 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,751,367 | 183,002 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $10,995,613 | 179,140 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,479,765 | 181,269 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,716,936 | 166,843 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,166,930 | 165,436 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $12,574,582 | 179,791 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $12,445,821 | 191,327 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $9,415,299 | 157,631 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,847,986 | 166,689 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $8,799,334 | 143,733 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,211,579 | 134,594 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $8,625,157 | 140,452 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $8,799,045 | 150,617 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $55,834,413 | 950,373 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||