Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$513,774
+$1,514 QoQ
Shares Held
6,716
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#433
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. CMS ranks #18 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,774 | 6,716 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $512,260 | 6,603 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $448,810 | 6,418 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $445,713 | 6,084 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $555,972 | 8,025 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $920,848 | 12,260 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $831,258 | 12,472 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $870,867 | 12,330 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $843,718 | 14,173 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $651,792 | 10,802 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $841,376 | 14,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $882,316 | 16,613 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $719,100 | 12,240 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $723,240 | 11,783 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $733,804 | 11,587 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $672,846 | 11,553 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $671,422 | 9,947 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $783,397 | 11,201 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $584,344 | 8,983 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $580,635 | 9,721 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $569,235 | 9,635 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $605,159 | 9,885 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $651,891 | 10,685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $92,115 | 1,500 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $553,354 | 9,472 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $584,621 | 9,951 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||