Position in CMS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,018,980
+$212,381 QoQ
Shares Held
13,320
+28.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#355
of 814 holders
Holding Since
Jun 2022
17 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, 2026Centennial Wealth Advisory LLC holds $9,904,597 across 12 Utilities - Regulated Electric names. CMS ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
7,203 | $1,097,521 | |
| 2 | CMS |
Cms Energy Corp
This page
|
13,320 | $1,018,980 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,151 | $978,328 | |
| 4 | D |
Dominion Energy, Inc
|
12,154 | $829,996 | |
| 5 | ES |
Eversource Energy
|
11,274 | $814,771 | |
| 6 | EXC |
Exelon Corp
|
17,189 | $801,351 | |
| 7 | LNT |
Alliant Energy Corp
|
10,097 | $770,300 | |
| 8 | OGE |
Oge Energy Corp.
|
15,558 | $757,052 |
All Filings in CMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,980 | 13,320 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $806,599 | 10,397 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $680,838 | 9,736 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $690,548 | 9,426 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $614,721 | 8,873 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $706,109 | 9,401 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $549,329 | 8,242 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $528,524 | 7,483 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $427,008 | 7,173 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $414,234 | 6,865 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $425,478 | 7,327 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $372,938 | 7,022 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $399,970 | 6,808 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $436,043 | 7,104 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $401,512 | 6,340 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $327,891 | 5,630 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $347,490 | 5,148 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||