Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,001,018
+$33,119 QoQ
Shares Held
39,229
+2.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#247
of 814 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. CMS ranks #11 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in CMS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,001,018 | 39,229 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,967,899 | 38,256 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,860,206 | 40,901 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,369,373 | 45,992 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,296,134 | 47,577 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,806,485 | 37,365 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $2,265,500 | 33,991 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,945,150 | 27,540 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,440,209 | 24,193 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,396,991 | 23,152 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,196,648 | 20,607 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,084,240 | 20,415 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $913,915 | 15,556 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $850,849 | 13,862 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $850,965 | 13,437 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $848,964 | 14,577 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $997,515 | 14,778 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,052,736 | 15,052 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $944,981 | 14,527 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $945,406 | 15,828 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $935,118 | 15,828 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $787,044 | 12,856 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,613,714 | 26,450 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,152,727 | 18,771 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||