Position in CMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,125
+$2,100 QoQ
Shares Held
67
+71.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 816 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,926,542 across 30 Utilities - Regulated Electric names. CMS ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
11,598 | $540,698 | |
| 2 | DUK |
Duke Energy CORP
|
2,061 | $260,881 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,755 | $240,101 | |
| 4 | NEE |
Nextera Energy Inc
|
2,022 | $177,470 | |
| 5 | D |
Dominion Energy, Inc
|
1,996 | $136,306 | |
| 6 | AEE |
Ameren Corp
|
970 | $109,648 | |
| 7 | XEL |
Xcel Energy Inc
|
1,009 | $81,022 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
970 | $78,725 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,125 | 67 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,025 | 39 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,146 | 45 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,296 | 45 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||