Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$994
-$14 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#776
of 816 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $549,874 across 25 Utilities - Regulated Electric names. CMS ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,046 | $132,402 | |
| 2 | NEE |
Nextera Energy Inc
|
776 | $68,109 | |
| 3 | SO |
Southern Co
|
620 | $59,340 | |
| 4 | AEP |
American Electric Power Co Inc
|
323 | $44,189 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
359 | $38,413 | |
| 6 | DTE |
Dte Energy Co
|
245 | $37,330 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
266 | $31,060 | |
| 8 | EXC |
Exelon Corp
|
659 | $30,722 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994 | 13 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,008 | 13 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $29,230 | 418 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,142 | 507 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $35,124 | 507 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $47,169 | 628 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,056 | 616 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||