Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$322,447
+$6,714 QoQ
Shares Held
4,215
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#493
of 814 holders
Holding Since
Jun 2025
4 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, 2026Diversify Advisory Services, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. CMS ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,075 | $8,432,502 | |
| 2 | KEP |
Korea Electric Power Corp
|
156,660 | $1,895,586 | |
| 3 | DUK |
Duke Energy CORP
|
14,305 | $1,810,726 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,712 | $1,465,508 | |
| 5 | D |
Dominion Energy, Inc
|
21,346 | $1,457,718 | |
| 6 | SO |
Southern Co
|
14,219 | $1,360,900 | |
| 7 | PCG |
PG&E Corp
|
56,945 | $957,814 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,978 | $581,281 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,447 | 4,215 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $315,733 | 4,515 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $524,028 | 7,153 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $694,739 | 10,028 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||