Position in CMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$153,765
+$5,976 QoQ
Shares Held
2,010
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#591
of 815 holders
Holding Since
Sep 2020
19 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. CMS ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,765 | 2,010 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $147,789 | 1,905 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $133,216 | 1,905 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $139,560 | 1,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $131,978 | 1,905 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $143,084 | 1,905 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $126,968 | 1,905 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $134,550 | 1,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $113,404 | 1,905 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $123,636 | 2,049 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $121,090 | 2,280 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $146,875 | 2,500 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $194,390 | 3,167 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $213,548 | 3,372 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $173,555 | 2,980 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,947 | 2,977 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $168,555 | 2,410 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $26,345 | 405 | Shares | Sole | 2022-02-10 | |
| 2020-09-30 | $1,351 | 22 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||