Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$225,751
+$8,760 QoQ
Shares Held
2,951
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#558
of 814 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $39,260,039 across 24 Utilities - Regulated Electric names. CMS ranks #23 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
161,372 | $15,444,914 | |
| 2 | DUK |
Duke Energy CORP
|
39,454 | $4,994,087 | |
| 3 | NEE |
Nextera Energy Inc
|
31,754 | $2,787,048 | |
| 4 | ED |
Consolidated Edison Inc
|
15,961 | $1,765,765 | |
| 5 | D |
Dominion Energy, Inc
|
25,364 | $1,732,107 | |
| 6 | AEP |
American Electric Power Co Inc
|
12,251 | $1,676,059 | |
| 7 | ETR |
Entergy Corp /De/
|
10,096 | $1,159,626 | |
| 8 | XEL |
Xcel Energy Inc
|
14,189 | $1,139,376 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,751 | 2,951 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $216,991 | 2,797 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $232,097 | 3,319 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $246,739 | 3,368 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $263,610 | 3,805 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $296,834 | 3,952 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $214,213 | 3,214 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $256,033 | 3,625 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $204,664 | 3,438 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||