Position in CMS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,896
-$8,123,676 QoQ
Shares Held
76
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $10,160,729 across 8 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
93,819 | $7,533,665 | |
| 2 | EVRG |
Evergy, Inc.
|
12,069 | $1,043,123 | |
| 3 | NEE |
Nextera Energy Inc
|
10,674 | $936,856 | |
| 4 | ES |
Eversource Energy
|
6,374 | $460,648 | |
| 5 | ETR |
Entergy Corp /De/
|
767 | $88,097 | |
| 6 | AEE |
Ameren Corp
|
695 | $78,562 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
184 | $19,688 | |
| 8 | ENIC |
Enel Chile S.A.
|
20 | $90 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,896 | 76 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,129,572 | 116,253 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $9,252,151 | 126,292 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $9,063,140 | 130,819 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,118,278 | 121,399 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,148,495 | 122,258 | Shares | Sole | 2025-01-14 | |
| 2022-12-31 | $367,124 | 5,797 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $337,326 | 5,792 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $390,960 | 5,792 | Shares | Sole | 2022-07-13 | |
| 2020-06-30 | $247,175 | 4,231 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||