Position in CMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$338,281
-$43,949 QoQ
Shares Held
4,422
-10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#485
of 815 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $17,096,192 across 41 Utilities - Regulated Electric names. CMS ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,514 | $3,111,911 | |
| 2 | EIX |
Edison International
|
20,087 | $1,495,473 | |
| 3 | NEE |
Nextera Energy Inc
|
13,786 | $1,209,990 | |
| 4 | PCG |
PG&E Corp
|
69,390 | $1,167,136 | |
| 5 | DUK |
Duke Energy CORP
|
8,942 | $1,131,873 | |
| 6 | ETR |
Entergy Corp /De/
|
8,451 | $970,676 | |
| 7 | XEL |
Xcel Energy Inc
|
11,091 | $890,605 | |
| 8 | ES |
Eversource Energy
|
11,331 | $818,887 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,281 | 4,422 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $382,230 | 4,927 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $283,840 | 4,059 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $315,601 | 4,308 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $308,986 | 4,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $198,813 | 2,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $119,365 | 1,791 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $159,267 | 2,255 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $66,849 | 1,123 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $70,595 | 1,170 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $73,863 | 1,272 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $76,849 | 1,447 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $75,610 | 1,287 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $68,560 | 1,117 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $63,518 | 1,003 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58,996 | 1,013 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $81,742 | 1,211 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $82,109 | 1,174 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,562 | 270 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||