Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,571,096
-$250,649 QoQ
Shares Held
46,681
-5.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#233
of 814 holders
Holding Since
Mar 2020
26 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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. CMS ranks #20 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
|
155,635 | $7,255,703 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,571,096 | 46,681 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,821,745 | 49,262 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,444,891 | 49,262 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,584,831 | 48,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,390,078 | 48,933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,696,012 | 49,208 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,279,713 | 49,208 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,475,561 | 49,208 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,917,446 | 49,008 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,035,584 | 50,308 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,921,385 | 50,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,655,924 | 50,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,932,095 | 49,908 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,161,561 | 51,508 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,249,335 | 51,308 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,005,649 | 51,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,476,790 | 51,508 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,602,469 | 51,508 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,409,140 | 52,408 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,124,356 | 52,308 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,243,964 | 54,908 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,349,223 | 54,708 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,490,260 | 57,208 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,359,618 | 54,708 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,172,673 | 54,308 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,167,095 | 53,908 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||