Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$340,654
+$54,772 QoQ
Shares Held
4,453
+20.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 815 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $139,569,059 across 39 Utilities - Regulated Electric names. CMS ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
492,457 | $43,222,950 | |
| 2 | DUK |
Duke Energy CORP
|
179,929 | $22,775,412 | |
| 3 | XEL |
Xcel Energy Inc
|
217,555 | $17,469,666 | |
| 4 | SO |
Southern Co
|
171,520 | $16,416,179 | |
| 5 | PCG |
PG&E Corp
|
347,307 | $5,841,703 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
46,051 | $5,377,375 | |
| 7 | AEE |
Ameren Corp
|
41,002 | $4,634,866 | |
| 8 | AEP |
American Electric Power Co Inc
|
29,187 | $3,993,073 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,654 | 4,453 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,882 | 3,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $152,866 | 2,186 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $158,974 | 2,170 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $153,178 | 2,211 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $142,108 | 1,892 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $108,906 | 1,634 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $115,197 | 1,631 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $94,890 | 1,594 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $95,699 | 1,586 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $72,761 | 1,253 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $39,088 | 736 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $65,917 | 1,122 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $66,413 | 1,082 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $115,323 | 1,821 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $74,430 | 1,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $71,212 | 1,055 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,694 | 253 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $16,197 | 249 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,973 | 100 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $5,908 | 100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,122 | 100 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $6,101 | 100 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $6,141 | 100 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $5,842 | 100 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,087,168 | 18,505 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||