Position in CMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$370,948
-$397,171 QoQ
Shares Held
4,849
-51.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#474
of 814 holders
Holding Since
Jun 2024
9 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, 2026Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. CMS ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
8,140 | $555,880 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,072 | $420,280 | |
| 3 | CMS |
Cms Energy Corp
This page
|
4,849 | $370,948 | |
| 4 | EIX |
Edison International
|
4,811 | $358,178 | |
| 5 | EXC |
Exelon Corp
|
7,543 | $351,654 | |
| 6 | FE |
Firstenergy Corp
|
7,351 | $349,466 | |
| 7 | ES |
Eversource Energy
|
4,742 | $342,704 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,775 | $324,036 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,948 | 4,849 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $768,119 | 9,901 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $822,306 | 11,759 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $829,596 | 11,324 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $888,100 | 12,819 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $962,835 | 12,819 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $830,658 | 12,463 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $892,127 | 12,631 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $770,615 | 12,945 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||