Position in CMS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,300
-$18 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#766
of 815 holders
Holding Since
Sep 2025
4 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, 2026Cedar Mountain Advisors, LLC holds $1,024,129 across 24 Utilities - Regulated Electric names. CMS ranks #24 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,460 | $331,156 | |
| 2 | ETR |
Entergy Corp /De/
|
596 | $68,456 | |
| 3 | AEE |
Ameren Corp
|
576 | $65,111 | |
| 4 | ED |
Consolidated Edison Inc
|
586 | $64,829 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,267 | $55,798 | |
| 6 | AEP |
American Electric Power Co Inc
|
358 | $48,977 | |
| 7 | FE |
Firstenergy Corp
|
963 | $45,781 | |
| 8 | DTE |
Dte Energy Co
|
285 | $43,425 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300 | 17 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,318 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,188 | 17 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,245 | 17 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||