Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$265,455
-$37,262 QoQ
Shares Held
3,470
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#528
of 814 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORDEN GROUP LLC holds $13,040,194 across 14 Utilities - Regulated Electric names. CMS ranks #13 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
20,013 | $2,737,978 | |
| 2 | DUK |
Duke Energy CORP
|
19,163 | $2,425,652 | |
| 3 | NEE |
Nextera Energy Inc
|
11,974 | $1,050,957 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
8,780 | $1,025,240 | |
| 5 | PCG |
PG&E Corp
|
57,149 | $961,246 | |
| 6 | XEL |
Xcel Energy Inc
|
10,511 | $844,033 | |
| 7 | SO |
Southern Co
|
8,103 | $775,538 | |
| 8 | EXC |
Exelon Corp
|
16,088 | $750,022 |
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,455 | 3,470 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $302,717 | 3,902 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $362,237 | 5,180 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $246,812 | 3,369 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $227,931 | 3,290 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||