Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,396,990
+$1,542,046 QoQ
Shares Held
57,477
+56.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 814 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 25%
Shared 2%
None 72%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. CMS ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,396,990 | 57,477 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,854,944 | 36,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,737,269 | 39,143 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,177,286 | 43,370 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,646,218 | 38,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,490,121 | 33,153 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,114,471 | 31,725 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,816,744 | 25,722 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||