Position in CMS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$216,757
-$42,875 QoQ
Shares Held
2,794
-21.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $316,585 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,607 | $316,585 |
All Filings in CMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,757 | 2,794 | Shares | Other | 2026-05-11 | |
| 2025-09-30 | $259,632 | 3,544 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||