Position in CMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$388,008
-$28,984 QoQ
Shares Held
5,072
-5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#464
of 814 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $71,621,448 across 41 Utilities - Regulated Electric names. CMS ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
133,520 | $12,779,199 | |
| 2 | NEE |
Nextera Energy Inc
|
139,958 | $12,284,113 | |
| 3 | DUK |
Duke Energy CORP
|
76,905 | $9,734,634 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,785 | $3,938,075 | |
| 5 | D |
Dominion Energy, Inc
|
50,751 | $3,465,785 | |
| 6 | ETR |
Entergy Corp /De/
|
25,742 | $2,956,726 | |
| 7 | EIX |
Edison International
|
26,859 | $1,999,652 | |
| 8 | ED |
Consolidated Edison Inc
|
17,977 | $1,988,795 |
All Filings in CMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,008 | 5,072 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $416,992 | 5,375 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $299,160 | 4,278 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $236,483 | 3,228 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $173,338 | 2,502 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $247,637 | 3,297 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $74,448 | 1,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $100,577 | 1,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $64,054 | 1,076 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $69,028 | 1,144 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $63,122 | 1,087 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $57,465 | 1,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $76,316 | 1,299 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $79,118 | 1,289 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $89,611 | 1,415 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||