Position in CMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,577
-$3,431 QoQ
Shares Held
2,818
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#569
of 816 holders
Holding Since
Sep 2025
3 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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. CMS ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,577 | 2,818 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $219,008 | 2,823 | Shares | Sole | 2026-04-17 | |
| 2025-09-30 | $200,073 | 2,731 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||