Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$453,186
-$40,222 QoQ
Shares Held
5,924
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#446
of 814 holders
Holding Since
Mar 2022
13 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, 2026Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. CMS ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
174,727 | $15,335,788 | |
| 2 | SO |
Southern Co
|
76,426 | $7,314,732 | |
| 3 | AEP |
American Electric Power Co Inc
|
49,974 | $6,836,942 | |
| 4 | D |
Dominion Energy, Inc
|
83,617 | $5,710,204 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
40,494 | $4,728,483 | |
| 6 | ETR |
Entergy Corp /De/
|
37,368 | $4,292,088 | |
| 7 | XEL |
Xcel Energy Inc
|
46,626 | $3,744,067 | |
| 8 | NGG |
National Grid PLC
|
37,747 | $3,128,092 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,186 | 5,924 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $493,408 | 6,360 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $446,992 | 6,392 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $330,256 | 4,508 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $321,805 | 4,645 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $431,582 | 5,746 | Shares | Other | 2025-05-13 | |
| 2024-09-30 | $213,090 | 3,017 | Shares | Other | 2024-11-14 | |
| 2023-06-30 | $768,978 | 13,089 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $785,479 | 12,797 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $770,409 | 12,165 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $694,046 | 11,917 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $831,802 | 12,323 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $832,286 | 11,900 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||