Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$871,488
+$241,073 QoQ
Shares Held
11,392
+40.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#374
of 816 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. CMS ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,488 | 11,392 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $630,415 | 8,126 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $308,740 | 4,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $410,109 | 5,598 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $347,439 | 5,015 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $379,831 | 5,057 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $373,506 | 5,604 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $399,200 | 5,652 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $323,188 | 5,429 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $360,591 | 5,976 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $348,710 | 6,005 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $366,830 | 6,907 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $373,708 | 6,361 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $417,690 | 6,805 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $395,812 | 6,250 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $419,735 | 7,207 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $456,840 | 6,768 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $458,876 | 6,561 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $415,864 | 6,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $258,929 | 4,335 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $256,229 | 4,337 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $266,490 | 4,353 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $329,576 | 5,402 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $288,872 | 4,704 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $283,745 | 4,857 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $364,955 | 6,212 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||