Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$241,357
+$24,366 QoQ
Shares Held
3,155
+12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#545
of 814 holders
Holding Since
Jun 2022
4 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, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. CMS ranks #21 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,357 | 3,155 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $216,991 | 2,797 | Shares | Sole | 2026-05-04 | |
| 2025-03-31 | $202,947 | 2,702 | Shares | Sole | 2025-04-29 | |
| 2022-06-30 | $220,657 | 3,269 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||