Position in CMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,005
+$1,439 QoQ
Shares Held
170
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#679
of 814 holders
Holding Since
Mar 2020
22 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. CMS ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,005 | 170 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $11,566 | 154 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,264 | 154 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,877 | 154 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,167 | 154 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,292 | 154 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,942 | 154 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $8,178 | 154 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $9,047 | 154 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $9,452 | 154 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $9,752 | 154 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $27,314 | 469 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $31,657 | 469 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $32,801 | 469 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $30,508 | 469 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $34,583 | 579 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $27,413 | 464 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $28,406 | 464 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $28,308 | 464 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $28,494 | 464 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $27,106 | 464 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $27,260 | 464 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||