Position in CMS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$503,217
+$147,746 QoQ
Shares Held
6,578
+43.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#435
of 815 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $18,292,632 across 24 Utilities - Regulated Electric names. CMS ranks #14 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
19,617 | $2,170,228 | |
| 2 | DUK |
Duke Energy CORP
|
12,793 | $1,619,337 | |
| 3 | SO |
Southern Co
|
16,175 | $1,548,109 | |
| 4 | NEE |
Nextera Energy Inc
|
15,160 | $1,330,593 | |
| 5 | ES |
Eversource Energy
|
15,066 | $1,088,819 | |
| 6 | NGG |
National Grid PLC
|
12,914 | $1,070,183 | |
| 7 | EXC |
Exelon Corp
|
20,707 | $965,360 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,729 | $920,594 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,217 | 6,578 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $355,471 | 4,582 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $475,873 | 6,805 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $602,563 | 8,225 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $222,943 | 3,218 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $240,427 | 3,201 | Shares | Sole | 2025-04-28 | |
| 2022-03-31 | $2,406,635 | 34,410 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||