Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$38,572,906
+$3,041,034 QoQ
Shares Held
504,221
+10.1% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. CMS ranks #17 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,572,906 | 504,221 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $35,531,872 | 458,003 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,812,976 | 440,626 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $31,906,781 | 435,528 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,154,560 | 406,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,241,209 | 375,998 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,139,047 | 257,150 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $19,383,838 | 274,442 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,723,733 | 247,333 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,915,610 | 230,620 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,228,694 | 227,806 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,346,534 | 232,471 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,692,441 | 181,999 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,101,429 | 164,572 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,432,097 | 164,726 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,259,693 | 107,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,713,280 | 99,456 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,908,741 | 84,483 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,179,736 | 79,627 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,125,730 | 69,073 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,877,361 | 65,629 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,657,344 | 59,741 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,254,212 | 53,339 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,593,467 | 42,232 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,387,274 | 40,864 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,096,846 | 35,691 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||