Position in CMS
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$521,959
+$316,062 QoQ
Shares Held
6,823
+157.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#431
of 816 holders
Holding Since
Jun 2021
10 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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. CMS ranks #21 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,959 | 6,823 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $205,897 | 2,654 | Shares | Sole | 2026-05-15 | |
| 2023-03-31 | $213,172 | 3,473 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $203,732 | 3,217 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,337 | 4,058 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $249,817 | 3,701 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $270,388 | 3,866 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $205,037 | 3,152 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $325,409 | 5,448 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,468 | 4,578 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||