Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$174,573
-$55,077 QoQ
Shares Held
2,282
-30.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#588
of 815 holders
Holding Since
Mar 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. CMS ranks #15 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in CMS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,573 | 2,282 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $229,650 | 3,284 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $283,149 | 3,865 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $285,087 | 4,115 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $298,261 | 3,971 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,408 | 3,472 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $217,328 | 3,077 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $138,704 | 2,330 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $128,222 | 2,125 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||