Position in CMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,147
+$139 QoQ
Shares Held
15
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#769
of 814 holders
Holding Since
Mar 2020
26 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, 2026AdvisorNet Financial, Inc holds $16,708,636 across 29 Utilities - Regulated Electric names. CMS ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
76,078 | $3,350,475 | |
| 2 | FE |
Firstenergy Corp
|
60,176 | $2,860,767 | |
| 3 | NEE |
Nextera Energy Inc
|
26,989 | $2,368,824 | |
| 4 | XEL |
Xcel Energy Inc
|
18,776 | $1,507,712 | |
| 5 | EXC |
Exelon Corp
|
27,450 | $1,279,719 | |
| 6 | SO |
Southern Co
|
12,048 | $1,153,114 | |
| 7 | DUK |
Duke Energy CORP
|
7,038 | $890,870 | |
| 8 | DTE |
Dte Energy Co
|
5,218 | $795,066 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147 | 15 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,008 | 13 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $489 | 7 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $512 | 7 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $484 | 7 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $30,569 | 407 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $27,193 | 408 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $32,772 | 464 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,145 | 456 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $26,609 | 441 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $25,550 | 440 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $22,146 | 417 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $37,130 | 632 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $37,994 | 619 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $39,327 | 621 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $53,056 | 911 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $59,805 | 886 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $41,614 | 595 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $37,729 | 580 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $33,448 | 560 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $23,632 | 400 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $24,488 | 400 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $24,404 | 400 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $24,564 | 400 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $35,052 | 600 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $29,375 | 500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||