Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,058,578
-$1,284,452 QoQ
Shares Held
92,269
-14.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 815 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. CMS ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,058,578 | 92,269 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,343,030 | 107,541 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,596,425 | 108,629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,601,897 | 103,766 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,992,707 | 100,934 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,528,786 | 86,923 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,267,232 | 94,032 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,468,789 | 91,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,538,611 | 93,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,345,098 | 88,583 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,044,134 | 86,863 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,008,902 | 75,483 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,474,811 | 76,167 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,458,765 | 72,642 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,673,627 | 73,798 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,922,988 | 67,359 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,358,137 | 64,565 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,498,540 | 64,320 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,889,924 | 59,799 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,195,077 | 53,492 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,194,632 | 54,073 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,805,957 | 45,834 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,974,115 | 48,748 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,397,262 | 39,037 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,299,878 | 39,368 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,515,968 | 42,825 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||