Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$498,550
+$60,922 QoQ
Shares Held
6,517
+15.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#436
of 816 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Financial Advisors Network, Inc. holds $6,039,454 across 11 Utilities - Regulated Electric names. CMS ranks #9 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
6,043 | $705,641 | |
| 2 | DTE |
Dte Energy Co
|
4,505 | $686,426 | |
| 3 | ED |
Consolidated Edison Inc
|
6,023 | $666,324 | |
| 4 | DUK |
Duke Energy CORP
|
4,758 | $602,267 | |
| 5 | LNT |
Alliant Energy Corp
|
7,157 | $546,007 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,800 | $519,878 | |
| 7 | EXC |
Exelon Corp
|
10,830 | $504,894 | |
| 8 | XEL |
Xcel Energy Inc
|
6,267 | $503,240 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,550 | 6,517 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $437,628 | 5,641 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $357,342 | 5,110 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $361,171 | 4,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $324,784 | 4,688 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $306,974 | 4,087 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $255,336 | 3,831 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $255,219 | 4,030 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||