Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$204,561
-$122,361 QoQ
Shares Held
2,674
-36.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 814 holders
Holding Since
Mar 2021
21 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, 2026HARBOUR INVESTMENTS, INC. holds $68,652,224 across 36 Utilities - Regulated Electric names. CMS ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
164,993 | $12,587,315 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
107,473 | $12,549,622 | |
| 3 | DUK |
Duke Energy CORP
|
78,752 | $9,968,428 | |
| 4 | SO |
Southern Co
|
96,869 | $9,271,331 | |
| 5 | MGEE |
Mge Energy Inc
|
62,664 | $5,109,622 | |
| 6 | NEE |
Nextera Energy Inc
|
45,659 | $4,007,490 | |
| 7 | XEL |
Xcel Energy Inc
|
34,891 | $2,801,747 | |
| 8 | AEP |
American Electric Power Co Inc
|
16,377 | $2,240,537 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,561 | 2,674 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $326,922 | 4,214 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $190,908 | 2,730 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $96,556 | 1,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $88,539 | 1,278 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $83,372 | 1,110 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $53,586 | 804 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $56,504 | 800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $50,481 | 848 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $51,168 | 848 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $59,057 | 1,017 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $52,419 | 987 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $57,986 | 987 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $60,582 | 987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $65,609 | 1,036 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $59,870 | 1,028 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $69,390 | 1,028 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $48,202 | 741 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $871,878 | 14,597 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $877,869 | 14,859 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $898,403 | 14,675 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||