Position in CMS
as of Mar 31, 2026
· filed Apr 3, 2026
Position Value
$1,474
-$8,348 QoQ
Shares Held
19
-87.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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, 2026Investors Research Corp holds $2,156,480 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
18,317 | $949,370 | |
| 2 | SO |
Southern Co
|
5,676 | $543,249 | |
| 3 | D |
Dominion Energy, Inc
|
7,865 | $537,100 | |
| 4 | DUK |
Duke Energy CORP
|
600 | $75,948 | |
| 5 | NEE |
Nextera Energy Inc
|
311 | $27,296 | |
| 6 | ES |
Eversource Energy
|
156 | $11,274 | |
| 7 | AEP |
American Electric Power Co Inc
|
56 | $7,661 | |
| 8 | XEL |
Xcel Energy Inc
|
33 | $2,649 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,474 | 19 | Shares | Sole | 2026-04-03 | |
| 2021-12-31 | $9,822 | 151 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $9,019 | 151 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $8,921 | 151 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,244 | 151 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $9,212 | 151 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $9,272 | 151 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $8,821 | 151 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $8,871 | 151 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||