Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,574,615
+$1,288,567 QoQ
Shares Held
46,727
+58.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#232
of 814 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 12%
Shared 26%
None 62%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. CMS ranks #28 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in CMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,574,615 | 46,727 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,286,048 | 29,467 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,260,415 | 32,324 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,009,519 | 54,730 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,038,286 | 29,421 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,604,889 | 34,681 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,742,564 | 26,145 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,876,356 | 26,566 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,167,204 | 19,607 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,301,171 | 21,564 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $471,876 | 8,126 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $231,081 | 4,351 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $584,621 | 9,951 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $616,439 | 10,043 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $545,271 | 8,610 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $833,006 | 14,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $774,630 | 11,476 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||