Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$104,269
+$6,053 QoQ
Shares Held
1,363
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#601
of 814 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. CMS ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,269 | 1,363 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $98,216 | 1,266 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $87,902 | 1,257 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $92,014 | 1,256 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $77,801 | 1,123 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $81,719 | 1,088 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $82,637 | 1,170 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $68,638 | 1,153 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $70,416 | 1,167 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $67,941 | 1,170 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $66,546 | 1,253 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $110,038 | 1,873 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $112,693 | 1,836 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $114,500 | 1,808 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $104,715 | 1,798 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $117,787 | 1,745 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $128,409 | 1,836 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $119,041 | 1,830 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $107,693 | 1,803 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $96,654 | 1,636 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $101,502 | 1,658 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $243,734 | 3,995 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,282,916 | 20,891 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,195,214 | 20,459 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,504,587 | 25,610 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||