Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,950
-$126 QoQ
Shares Held
117
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#703
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Geneos Wealth Management Inc. holds $34,754,315 across 29 Utilities - Regulated Electric names. CMS ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
125,697 | $11,032,425 | |
| 2 | DUK |
Duke Energy CORP
|
53,985 | $6,833,421 | |
| 3 | XEL |
Xcel Energy Inc
|
40,998 | $3,292,139 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,966 | $3,141,978 | |
| 5 | SO |
Southern Co
|
30,668 | $2,935,234 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
16,049 | $1,874,041 | |
| 7 | ED |
Consolidated Edison Inc
|
10,533 | $1,165,265 | |
| 8 | D |
Dominion Energy, Inc
|
14,586 | $996,077 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,950 | 117 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,076 | 117 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $10,419 | 149 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,794 | 161 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $157,612 | 2,275 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $283,615 | 3,776 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $112,305 | 1,685 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $118,587 | 1,679 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,488 | 109 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,577 | 109 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,200 | 124 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,028 | 170 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,931 | 135 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,733 | 126 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,333 | 100 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,824 | 100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,750 | 100 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,994 | 100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,505 | 100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,973 | 100 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,908 | 100 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $30,365 | 496 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $6,000 | 496 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $6,141 | 100 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $5,842 | 100 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $5,875 | 100 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||