Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,723,239
-$1,859,482 QoQ
Shares Held
22,526
-51.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#299
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, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. CMS ranks #14 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,723,239 | 22,526 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,582,721 | 46,181 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,619,856 | 51,764 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,066,443 | 41,857 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,993,450 | 43,208 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,037,823 | 40,445 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,586,753 | 38,811 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,743,269 | 38,840 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,994,850 | 33,510 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,690,123 | 28,010 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,221,908 | 21,042 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $928,575 | 17,484 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $967,377 | 16,466 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,022,959 | 16,666 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,345,192 | 21,241 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,243,016 | 21,343 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,007,990 | 29,748 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,168,002 | 45,296 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,640,314 | 40,589 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,823,018 | 64,005 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,328,283 | 39,409 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,867,332 | 30,502 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,587,785 | 26,025 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $1,407,455 | 22,919 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,348,684 | 23,086 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,222,998 | 20,817 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||