VALLEY NATIONAL ADVISERS INC

Position in CMS — Cms Energy Corp

CIK 773411 BETHLEHEM, PA

Position in CMS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$765

-$15,486 QoQ

Shares Held

-96.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#782

of 814 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $3,214,783 across 22 Utilities - Regulated Electric names. CMS ranks #20 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PPL	PPL Corp	52,507	$1,908,629
2	NEE	Nextera Energy Inc	3,016	$264,714
3	DUK	Duke Energy CORP	1,558	$197,211
4	EXC	Exelon Corp	4,096	$190,955
5	PEG	Public Service Enterprise Group Inc	1,765	$143,247
6	AEP	American Electric Power Co Inc	782	$106,985
7	D	Dominion Energy, Inc	1,384	$94,513
8	SO	Southern Co	929	$88,914

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$765	10	-96.3%	Shares	Sole	2026-07-29
2024-06-30	$16,251	273	-3.5%	Shares	Sole	2024-07-18
2024-03-31	$17,076	283	+21.5%	Shares	Sole	2024-04-19
2023-12-31	$13,530	233	+269.8%	Shares	Sole	2024-01-25
2023-09-30	$3	63	+250.0%	Shares	Sole	2023-11-13
2023-06-30	$2	18	0.0%	Shares	Sole	2023-07-31
2023-03-31	$1	18	0.0%	Shares	Sole	2023-04-26
2022-12-31	$1	18	0.0%	Shares	Sole	2023-01-12
2022-09-30	$1,048	18	+38.5%	Shares	Sole	2022-11-08
2021-03-31	$795	13	0.0%	Shares	Sole	2021-05-07
2020-12-31	$793	13	0.0%	Shares	Sole	2021-02-11
2020-09-30	$798	13	0.0%	Shares	Sole	2020-11-13
2020-06-30	$759	13	0.0%	Shares	Sole	2020-08-10
2020-03-31	$763	13	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.