Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,086,759
+$414,994 QoQ
Shares Held
14,206
+64.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#351
of 814 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. CMS ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
|
65,010 | $5,220,303 |
All Filings in CMS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,759 | 14,206 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $671,765 | 8,659 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $665,383 | 9,515 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,262,489 | 17,233 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,248,217 | 18,017 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,432,047 | 19,066 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,185,170 | 17,782 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,294,153 | 18,323 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,082,433 | 18,183 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $987,645 | 16,368 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $988,990 | 17,031 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $931,443 | 17,538 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $872,320 | 14,848 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $560,890 | 9,138 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $381,943 | 6,031 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $251,829 | 4,324 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $293,692 | 4,351 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $320,884 | 4,588 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||