Position in CMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,530
New position
Shares Held
20
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#763
of 814 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, 2026Fortis Group Advisors, LLC holds $2,114,063 across 17 Utilities - Regulated Electric names. CMS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
9,720 | $788,874 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,819 | $445,944 | |
| 3 | FE |
Firstenergy Corp
|
7,427 | $353,079 | |
| 4 | ES |
Eversource Energy
|
3,891 | $281,202 | |
| 5 | DUK |
Duke Energy CORP
|
570 | $72,150 | |
| 6 | EXC |
Exelon Corp
|
1,202 | $56,037 | |
| 7 | ETR |
Entergy Corp /De/
|
344 | $39,511 | |
| 8 | TXNM |
Txnm Energy Inc
|
400 | $22,712 |
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,530 | 20 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||