Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$248,166
-$3,658 QoQ
Shares Held
3,244
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#539
of 814 holders
Holding Since
Mar 2024
9 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, 2026LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. CMS ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,538 | $1,715,323 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
14,446 | $1,686,859 | |
| 3 | DUK |
Duke Energy CORP
|
11,871 | $1,502,631 | |
| 4 | NEE |
Nextera Energy Inc
|
16,697 | $1,465,495 | |
| 5 | SO |
Southern Co
|
9,471 | $906,469 | |
| 6 | ETR |
Entergy Corp /De/
|
6,619 | $760,258 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
6,674 | $541,661 | |
| 8 | XEL |
Xcel Energy Inc
|
3,352 | $269,165 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,166 | 3,244 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $251,824 | 3,246 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $311,887 | 4,460 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $353,186 | 4,821 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $337,185 | 4,867 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $315,236 | 4,197 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $278,063 | 4,172 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $275,668 | 3,903 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $312,561 | 5,180 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||