Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$845,172
+$506,070 QoQ
Shares Held
11,048
+152.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 814 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. CMS ranks #21 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,172 | 11,048 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $339,102 | 4,371 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $344,894 | 4,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $902,563 | 12,320 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $151,376 | 2,185 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $79,165 | 1,054 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $90,110 | 1,352 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $170,500 | 2,414 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $142,276 | 2,390 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $1,045 | 18 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,832 | 91 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,107 | 138 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,199 | 101 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,396 | 101 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $2,446 | 42 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,835 | 42 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $839 | 12 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $780 | 12 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $716 | 12 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||