Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$275,017
-$43,138 QoQ
Shares Held
3,595
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#521
of 816 holders
Holding Since
Mar 2020
26 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, 2026Parallel Advisors, LLC holds $32,186,606 across 40 Utilities - Regulated Electric names. CMS ranks #26 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
142,717 | $12,526,271 | |
| 2 | ED |
Consolidated Edison Inc
|
15,533 | $1,718,415 | |
| 3 | DUK |
Duke Energy CORP
|
12,905 | $1,633,514 | |
| 4 | SO |
Southern Co
|
15,168 | $1,451,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
10,013 | $1,369,878 | |
| 6 | EVRG |
Evergy, Inc.
|
13,723 | $1,186,078 | |
| 7 | ETR |
Entergy Corp /De/
|
7,812 | $897,286 | |
| 8 | EIX |
Edison International
|
11,282 | $839,944 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,017 | 3,595 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $318,155 | 4,101 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $257,132 | 3,677 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $264,248 | 3,607 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $247,398 | 3,571 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $266,790 | 3,552 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $196,950 | 2,955 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $147,616 | 2,090 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $93,223 | 1,566 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $91,234 | 1,512 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $84,666 | 1,458 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $64,634 | 1,217 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $90,063 | 1,533 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $81,021 | 1,320 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $76,059 | 1,201 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $100,522 | 1,726 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $126,427 | 1,873 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $160,862 | 2,300 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $126,131 | 1,939 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $60,805 | 1,018 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $46,200 | 782 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $43,955 | 718 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $44,232 | 725 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $47,162 | 768 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $40,952 | 701 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $52,640 | 896 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||