Position in CMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$74,664
+$7,170 QoQ
Shares Held
976
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. CMS ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,664 | 976 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $67,494 | 870 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,818 | 884 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $62,051 | 847 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $139,591 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $57,008 | 759 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $66,116 | 992 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $131,301 | 1,859 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,610,167 | 27,048 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,382,464 | 39,484 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $869,017 | 14,965 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $894,637 | 16,845 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $341,161 | 5,807 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $356,924 | 5,815 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $382 | 8,402 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $510,415 | 8,764 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $526,432 | 7,799 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $475,731 | 6,802 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $432,452 | 6,648 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $405,387 | 6,787 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $366,827 | 6,209 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $467,659 | 7,639 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $363,009 | 5,950 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $314,849 | 5,127 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $277,962 | 4,758 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $173,488 | 2,953 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||