Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$275,400
+$4,882 QoQ
Shares Held
3,600
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#518
of 814 holders
Holding Since
Mar 2020
5 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, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. CMS ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
This page
|
3,600 | $275,400 |
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,400 | 3,600 | Shares | Defined | 2026-08-14 | |
| 2020-12-31 | $270,518 | 4,434 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $290,346 | 4,728 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $275,041 | 4,708 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $296,217 | 5,042 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||