Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,340,900
+$33,594 QoQ
Shares Held
30,600
+2.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#269
of 814 holders
Holding Since
Jun 2020
10 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, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. CMS ranks #21 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,340,900 | 30,600 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,307,306 | 29,741 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,401,397 | 20,040 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $793,405 | 10,830 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,377,141 | 18,335 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $615,646 | 9,237 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $491,820 | 7,766 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $318,533 | 5,221 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $320,621 | 5,221 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $375,465 | 6,427 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||