Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$91,494
-$1,912 QoQ
Shares Held
1,196
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#606
of 814 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. CMS ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,494 | 1,196 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $93,406 | 1,204 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $74,475 | 1,065 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $77,435 | 1,057 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $104,682 | 1,511 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $191,530 | 2,550 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $159,693 | 2,396 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $162,660 | 2,303 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $156,325 | 2,626 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $161,590 | 2,678 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $117,301 | 2,020 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $100,218 | 1,887 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $106,572 | 1,814 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $111,097 | 1,810 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $65,293 | 1,031 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $54,279 | 932 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $97,132 | 1,439 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $158,833 | 2,271 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $319,005 | 4,904 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $153,625 | 2,572 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $150,772 | 2,552 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $318,833 | 5,208 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||