Position in CMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$32,130
-$3,091 QoQ
Shares Held
420
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 814 holders
Holding Since
Sep 2023
11 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, 2026NBC SECURITIES, INC. holds $47,488,776 across 30 Utilities - Regulated Electric names. CMS ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,604 | $9,795,483 | |
| 2 | ETR |
Entergy Corp /De/
|
48,220 | $5,538,549 | |
| 3 | IDA |
Idacorp Inc
|
36,555 | $5,530,771 | |
| 4 | AEE |
Ameren Corp
|
33,879 | $3,829,682 | |
| 5 | CNP |
Centerpoint Energy Inc
|
86,363 | $3,803,426 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
32,266 | $3,767,700 | |
| 7 | XEL |
Xcel Energy Inc
|
46,148 | $3,705,684 | |
| 8 | LNT |
Alliant Energy Corp
|
40,179 | $3,065,255 |
All Filings in CMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,130 | 420 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,221 | 454 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 CMSA | $483 | 22 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 CMSD | $833 | 36 | Shares | Sole | 2026-01-29 | |
| 2025-12-31 | $67,412 | 964 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 CMSA | $564 | 23 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 CMSD | $893 | 37 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $71,501 | 976 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,843 | 1,037 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $75,034 | 999 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $3,174,606 | 44,947 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,690,696 | 45,199 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,618,273 | 43,392 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,569,307 | 44,245 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,393,295 | 45,063 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||