Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,110,252
+$67,726 QoQ
Shares Held
27,585
+4.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $332,714,994 across 32 Utilities - Regulated Electric names. CMS ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,067,217 | $102,143,339 | |
| 2 | ETR |
Entergy Corp /De/
|
532,196 | $61,128,032 | |
| 3 | NEE |
Nextera Energy Inc
|
443,671 | $38,941,003 | |
| 4 | DUK |
Duke Energy CORP
|
230,694 | $29,201,246 | |
| 5 | AEP |
American Electric Power Co Inc
|
101,934 | $13,945,590 | |
| 6 | DTE |
Dte Energy Co
|
76,722 | $11,690,131 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
90,473 | $10,564,532 | |
| 8 | PCG |
PG&E Corp
|
535,419 | $9,005,747 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,110,252 | 27,585 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,042,526 | 26,328 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,828,949 | 26,154 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,751,573 | 23,909 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,757,633 | 25,370 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,012,572 | 26,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,813,946 | 27,216 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,923,043 | 27,227 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,637,729 | 27,511 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,843,990 | 30,560 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,738,151 | 29,932 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,492,019 | 28,093 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,344,258 | 22,881 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,585,199 | 25,826 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,621,735 | 41,398 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,170,740 | 20,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,389,487 | 20,585 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,103,725 | 30,079 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,009,329 | 30,889 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,827,857 | 30,602 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,638,099 | 44,653 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,861,545 | 46,742 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $21,882,822 | 358,676 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $21,591,633 | 351,598 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $20,844,781 | 356,809 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $19,401,365 | 330,236 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||