Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,387,863
-$294,304 QoQ
Shares Held
18,142
-16.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#322
of 815 holders
Holding Since
Jun 2023
12 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. CMS ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
This page
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in CMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,387,863 | 18,142 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,682,167 | 21,683 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,783,844 | 25,509 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,015,383 | 13,860 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $825,956 | 11,922 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $583,003 | 7,762 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $266,333 | 3,996 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $266,698 | 3,776 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $196,210 | 3,296 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $235,144 | 3,897 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $243,719 | 4,197 | Shares | Sole | 2024-02-05 | |
| 2023-06-30 | $270,837 | 4,610 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||