Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$383,800
New position
Shares Held
5,017
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 814 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. CMS ranks #16 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,800 | 5,017 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||