Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,234,842
+$959,623 QoQ
Shares Held
107,645
+14.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 814 holders
Holding Since
Dec 2020
19 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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. CMS ranks #22 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,234,842 | 107,645 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,275,219 | 93,777 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,895,658 | 84,308 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,707,394 | 64,256 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,535,370 | 36,596 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,759,616 | 36,741 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,265,500 | 33,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,228,447 | 31,551 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,657,910 | 27,850 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,582,054 | 26,219 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $357,885 | 6,163 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $280,951 | 5,290 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $335,345 | 5,708 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $347,656 | 5,664 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $403,602 | 6,373 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $204,072 | 3,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $231,390 | 3,428 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $261,505 | 3,739 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $209,996 | 3,442 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||