Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$95,089
-$21,668 QoQ
Shares Held
1,243
-17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#606
of 815 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. CMS ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,089 | 1,243 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $116,757 | 1,505 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $85,524 | 1,223 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $89,450 | 1,221 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $84,590 | 1,221 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $91,183 | 1,214 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $79,646 | 1,195 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $58,128 | 823 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $48,993 | 823 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $49,177 | 815 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $47,327 | 815 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $48,175 | 820 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $50,331 | 820 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $54,780 | 865 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $47,465 | 815 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $55,012 | 815 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $57,001 | 815 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $46,185 | 710 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $42,706 | 715 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $68,237 | 1,155 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $60,913 | 995 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $43,622 | 715 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $43,908 | 715 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $25,120 | 430 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,512 | 230 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||