Position in CMS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$306,765
-$4,485 QoQ
Shares Held
4,010
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 814 holders
Holding Since
Mar 2020
22 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, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. CMS ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,765 | 4,010 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $311,250 | 4,012 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $280,419 | 4,010 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $306,886 | 4,189 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $102,272 | 1,718 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,577 | 109 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $65,909 | 1,135 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $71,857 | 1,353 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $89,476 | 1,523 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $78,320 | 1,276 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $97,148 | 1,534 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $99,473 | 1,708 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $107,662 | 1,595 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $155,476 | 2,223 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $13,523,179 | 207,889 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $11,840,158 | 198,228 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $11,296,627 | 191,209 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $10,741,049 | 175,450 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $27,393 | 449 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $27,573 | 449 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $26,230 | 449 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $35,073 | 597 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||