Position in CMS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$270,580
New position
Shares Held
3,537
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#523
of 815 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. CMS ranks #19 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,580 | 3,537 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||