Position in CMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$388,161
-$6,643 QoQ
Shares Held
5,074
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#463
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Belpointe Asset Management LLC holds $19,774,302 across 15 Utilities - Regulated Electric names. CMS ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,013 | $6,583,891 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
40,721 | $4,754,991 | |
| 3 | D |
Dominion Energy, Inc
|
22,308 | $1,523,413 | |
| 4 | DUK |
Duke Energy CORP
|
10,570 | $1,337,950 | |
| 5 | SO |
Southern Co
|
10,930 | $1,046,110 | |
| 6 | ED |
Consolidated Edison Inc
|
8,268 | $914,688 | |
| 7 | ES |
Eversource Energy
|
12,165 | $879,164 | |
| 8 | ETR |
Entergy Corp /De/
|
4,897 | $562,469 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,161 | 5,074 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $394,804 | 5,089 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $360,069 | 5,149 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $371,794 | 5,075 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $352,011 | 5,081 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $381,934 | 5,085 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $334,383 | 5,017 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $365,510 | 5,175 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $254,907 | 4,282 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $254,453 | 4,217 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $240,351 | 4,139 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $245,421 | 4,621 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $241,580 | 4,112 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $289,283 | 4,713 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,743 | 1,875 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $119,392 | 2,050 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,160 | 1,632 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $204,504 | 2,924 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $167,373 | 2,573 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $117,488 | 1,967 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $130,862 | 2,215 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $160,090 | 2,615 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $166,069 | 2,722 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $167,158 | 2,722 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $166,964 | 2,858 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $136,241 | 2,319 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||