Position in CMS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$883,957
-$5,497 QoQ
Shares Held
11,555
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 816 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. CMS ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in CMS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $883,957 | 11,555 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $889,454 | 11,465 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $636,572 | 9,103 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $708,937 | 9,677 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $643,264 | 9,285 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $720,605 | 9,594 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $626,176 | 9,395 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $636,376 | 9,010 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $506,719 | 8,512 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $473,669 | 7,850 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $430,530 | 7,414 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $272,508 | 4,303 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $209,489 | 3,597 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $252,112 | 3,735 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $245,629 | 3,512 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $237,887 | 3,657 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $244,474 | 4,093 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $241,755 | 4,092 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $256,205 | 4,185 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $322,681 | 5,289 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $320,744 | 5,223 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $308,340 | 5,278 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $298,097 | 5,074 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||