Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,620,672
-$1,336,364 QoQ
Shares Held
178,048
-7.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#130
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, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. CMS ranks #9 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,620,672 | 178,048 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,957,036 | 192,795 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $12,125,722 | 173,398 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,323,137 | 168,211 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,890,249 | 171,626 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,921,173 | 172,030 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $10,065,416 | 151,019 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $5,527,856 | 78,265 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,299,078 | 72,217 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,128,493 | 35,275 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,056,723 | 35,418 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,622,191 | 30,544 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,319,743 | 39,485 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,351,532 | 54,603 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,013,095 | 63,368 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,894,858 | 66,876 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,982,850 | 73,820 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $5,575,756 | 79,722 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,830,417 | 74,257 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $3,962,189 | 66,335 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,993,229 | 50,664 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,049,278 | 33,474 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,041,333 | 33,459 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,093,651 | 34,093 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,013,036 | 34,458 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,769,533 | 47,141 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||