Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,032,162
-$135,125 QoQ
Shares Held
52,708
-1.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $622,461,731 across 33 Utilities - Regulated Electric names. CMS ranks #25 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,129,512 | $186,907,268 | |
| 2 | SO |
Southern Co
|
873,978 | $83,648,434 | |
| 3 | DUK |
Duke Energy CORP
|
522,110 | $66,088,683 | |
| 4 | ED |
Consolidated Edison Inc
|
307,726 | $34,043,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
234,610 | $32,096,994 | |
| 6 | D |
Dominion Energy, Inc
|
441,811 | $30,171,273 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
164,170 | $19,170,130 | |
| 8 | XEL |
Xcel Energy Inc
|
218,955 | $17,582,086 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,032,162 | 52,708 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,167,287 | 53,716 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,966,569 | 56,722 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,836,842 | 93,323 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,337,526 | 91,477 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,816,007 | 90,747 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,102,724 | 76,560 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,379,745 | 76,168 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,375,752 | 73,505 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,437,041 | 73,534 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,252,640 | 73,233 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,667,776 | 69,060 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $3,939,892 | 67,062 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,116,511 | 67,066 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,986,350 | 78,736 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,419,309 | 75,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,195,260 | 62,152 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,156,953 | 59,436 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,280,601 | 50,432 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,911,001 | 48,736 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,858,231 | 48,379 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,882,604 | 47,086 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,877,475 | 47,164 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,881,541 | 46,923 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,761,863 | 47,276 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,766,772 | 47,094 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||