Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,063
+$53,654 QoQ
Shares Held
2,759
+36.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#571
of 815 holders
Holding Since
Mar 2020
22 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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. CMS ranks #19 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,063 | 2,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $157,409 | 2,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $133,286 | 1,906 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $164,541 | 2,246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $117,845 | 1,701 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,637 | 794 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $47,988 | 720 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,695 | 24 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,071 | 18 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $844 | 14 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $812 | 14 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $743 | 14 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $822 | 14 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $859 | 14 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $886 | 14 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $815 | 14 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $945 | 14 | Shares | Sole | 2022-08-04 | |
| 2021-03-31 | $489 | 8 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $488 | 8 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $491 | 8 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $467 | 8 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $470 | 8 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||