Position in CMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$918
-$12 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#776
of 814 holders
Holding Since
Sep 2024
8 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, 2026Valued Wealth Advisors LLC holds $205,988 across 22 Utilities - Regulated Electric names. CMS ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
881 | $77,325 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
343 | $40,052 | |
| 3 | AEP |
American Electric Power Co Inc
|
169 | $23,120 | |
| 4 | XEL |
Xcel Energy Inc
|
160 | $12,848 | |
| 5 | ETR |
Entergy Corp /De/
|
86 | $9,877 | |
| 6 | DUK |
Duke Energy CORP
|
58 | $7,341 | |
| 7 | SO |
Southern Co
|
69 | $6,603 | |
| 8 | EXC |
Exelon Corp
|
134 | $6,247 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918 | 12 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $930 | 12 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $839 | 12 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $879 | 12 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $831 | 12 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $901 | 12 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $799 | 12 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $847 | 12 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||