Position in CMS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,240
-$172 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#684
of 814 holders
Holding Since
Dec 2024
7 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, 2026ATWOOD & PALMER INC holds $2,038,603 across 10 Utilities - Regulated Electric names. CMS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,596 | $842,240 | |
| 2 | AEP |
American Electric Power Co Inc
|
5,500 | $752,455 | |
| 3 | DUK |
Duke Energy CORP
|
1,348 | $170,629 | |
| 4 | EVRG |
Evergy, Inc.
|
1,266 | $109,420 | |
| 5 | D |
Dominion Energy, Inc
|
1,000 | $68,290 | |
| 6 | ETR |
Entergy Corp /De/
|
330 | $37,903 | |
| 7 | ED |
Consolidated Edison Inc
|
232 | $25,666 | |
| 8 | CNP |
Centerpoint Energy Inc
|
400 | $17,616 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,240 | 160 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $12,412 | 160 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $11,188 | 160 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,721 | 160 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $11,084 | 160 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $12,017 | 160 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $10,664 | 160 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||