Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,570
+$15,621 QoQ
Shares Held
1,268
+138.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 815 holders
Holding Since
Sep 2021
7 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, 2026First Command Advisory Services, Inc. holds $3,651,859 across 23 Utilities - Regulated Electric names. CMS ranks #20 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,188 | $783,277 | |
| 2 | NEE |
Nextera Energy Inc
|
8,743 | $767,373 | |
| 3 | D |
Dominion Energy, Inc
|
6,496 | $443,611 | |
| 4 | SO |
Southern Co
|
2,009 | $192,280 | |
| 5 | DTE |
Dte Energy Co
|
3,162 | $158,885 | |
| 6 | EVRG |
Evergy, Inc.
|
1,652 | $142,782 | |
| 7 | EXC |
Exelon Corp
|
2,865 | $133,566 | |
| 8 | PPL |
PPL Corp
|
3,548 | $128,969 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 CMSA | $8,021 | 384 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 CMSD | $16,074 | 734 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $11,475 | 150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 CMSA | $2,942 | 138 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 CMSD | $5,370 | 243 | Shares | Sole | 2026-05-07 | |
| 2026-03-31 | $11,637 | 150 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,489 | 150 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,285 | 195 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,117 | 45 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,379 | 45 | Shares | Sole | 2025-05-02 | |
| 2021-09-30 | $3,225 | 54 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||