Position in CMS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,012,187
+$546,230 QoQ
Shares Held
39,375
+23.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. CMS ranks #24 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,012,187 | 39,375 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $2,465,957 | 31,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,908,179 | 27,287 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,670,621 | 22,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,234,292 | 17,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,400,951 | 18,652 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,369,257 | 20,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,623,148 | 22,981 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,386,810 | 23,296 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,245,357 | 20,639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,022,380 | 17,606 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $886,459 | 16,691 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,299,138 | 22,113 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,365,520 | 22,247 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,193,960 | 18,853 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $997,709 | 17,131 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,325,025 | 19,630 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,270,250 | 18,162 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,054,005 | 16,203 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $921,514 | 15,428 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $861,563 | 14,583 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $696,255 | 11,373 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $650,854 | 10,668 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $587,263 | 9,563 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $544,591 | 9,322 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $611,470 | 10,408 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||