Position in CMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$33,743,155
+$1,761,964 QoQ
Shares Held
441,087
+7.0% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. CMS ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,743,155 | 441,087 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $31,981,191 | 412,235 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,537,523 | 408,087 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,450,225 | 415,646 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $71,960,166 | 1,038,686 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $72,689,805 | 967,778 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $56,966,821 | 854,716 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $59,244,302 | 838,798 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $52,676,787 | 884,878 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $46,790,894 | 775,454 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $30,600,857 | 526,965 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $37,725,573 | 710,329 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $32,337,762 | 550,430 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $24,441,700 | 398,203 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,994,660 | 378,883 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $21,332,846 | 366,292 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,808,312 | 411,975 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,634,828 | 366,526 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $22,400,357 | 344,356 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $19,598,906 | 328,125 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $18,540,012 | 313,812 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,875,138 | 291,982 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $17,532,748 | 287,375 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $22,160,474 | 360,861 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $21,506,446 | 368,135 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $25,842,186 | 439,867 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||