Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$307,071
-$1,154 QoQ
Shares Held
4,014
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 815 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. CMS ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,071 | 4,014 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $308,225 | 3,973 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $277,272 | 3,965 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $292,893 | 3,998 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $278,228 | 4,016 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $316,137 | 4,209 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $287,994 | 4,321 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $321,578 | 4,553 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $269,373 | 4,525 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $272,857 | 4,522 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $263,753 | 4,542 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $250,732 | 4,721 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $277,182 | 4,718 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $296,465 | 4,830 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $304,807 | 4,813 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $279,144 | 4,793 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $323,257 | 4,789 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $334,383 | 4,781 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $310,483 | 4,773 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $286,763 | 4,801 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $283,584 | 4,800 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $293,733 | 4,798 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $305,721 | 5,011 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $318,410 | 5,185 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $318,856 | 5,458 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $351,971 | 5,991 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||