Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,896
+$862 QoQ
Shares Held
64
+23.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#725
of 814 holders
Holding Since
Mar 2020
23 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, 2026Glen Eagle Advisors, LLC holds $11,773,918 across 18 Utilities - Regulated Electric names. CMS ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
75,743 | $6,647,963 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
19,954 | $1,619,466 | |
| 3 | SO |
Southern Co
|
13,525 | $1,294,477 | |
| 4 | DUK |
Duke Energy CORP
|
7,052 | $892,642 | |
| 5 | EXC |
Exelon Corp
|
7,473 | $348,391 | |
| 6 | PPL |
PPL Corp
|
5,922 | $215,264 | |
| 7 | ED |
Consolidated Edison Inc
|
1,729 | $191,279 | |
| 8 | ETR |
Entergy Corp /De/
|
1,306 | $150,007 |
All Filings in CMS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,896 | 64 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,034 | 52 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,566 | 51 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,736 | 51 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,226 | 61 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,581 | 61 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,065 | 61 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,308 | 61 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,631 | 61 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $5,875 | 100 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $6,138 | 100 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $6,333 | 100 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $6,755 | 116 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $7,830 | 116 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $8,113 | 116 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $7,545 | 116 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $6,928 | 116 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $6,853 | 116 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $18,978 | 310 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $976 | 16 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $982 | 16 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $934 | 16 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $940 | 16 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||