Keating Financial Advisory Services, Inc.
Position in CMS — Cms Energy Corp
CIK 2103443
MANHATTAN, KS
Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,611
+$5,069 QoQ
Shares Held
191
+55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#675
of 814 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $2,057,969 across 31 Utilities - Regulated Electric names. CMS ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
4,954 | $428,174 | |
| 2 | NEE |
Nextera Energy Inc
|
2,877 | $252,514 | |
| 3 | SO |
Southern Co
|
2,180 | $208,647 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,407 | $192,491 | |
| 5 | DTE |
Dte Energy Co
|
936 | $142,618 | |
| 6 | EXC |
Exelon Corp
|
2,215 | $103,263 | |
| 7 | DUK |
Duke Energy CORP
|
767 | $97,086 | |
| 8 | XEL |
Xcel Energy Inc
|
1,100 | $88,330 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,611 | 191 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,542 | 123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,013 | 86 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||