Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$519,358
+$38 QoQ
Shares Held
6,789
+1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 814 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 78%
Shared 13%
None 9%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Savant Capital, LLC holds $130,873,375 across 33 Utilities - Regulated Electric names. CMS ranks #26 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
447,836 | $42,862,383 | |
| 2 | NEE |
Nextera Energy Inc
|
214,715 | $18,845,535 | |
| 3 | EVRG |
Evergy, Inc.
|
154,504 | $13,353,780 | |
| 4 | DUK |
Duke Energy CORP
|
77,815 | $9,849,822 | |
| 5 | AEP |
American Electric Power Co Inc
|
63,574 | $8,697,558 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
55,287 | $6,455,862 | |
| 7 | XEL |
Xcel Energy Inc
|
42,132 | $3,383,199 | |
| 8 | ED |
Consolidated Edison Inc
|
24,455 | $2,705,456 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,358 | 6,789 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $519,320 | 6,694 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $537,691 | 7,689 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $457,728 | 6,248 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $346,469 | 5,001 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $266,039 | 3,542 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $222,211 | 3,334 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||