Position in CMS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$61,965
-$874 QoQ
Shares Held
810
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 814 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $23,259,193 across 19 Utilities - Regulated Electric names. CMS ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
82,294 | $11,258,642 | |
| 2 | NEE |
Nextera Energy Inc
|
68,034 | $5,971,344 | |
| 3 | DUK |
Duke Energy CORP
|
32,050 | $4,056,889 | |
| 4 | SO |
Southern Co
|
9,119 | $872,779 | |
| 5 | D |
Dominion Energy, Inc
|
5,702 | $389,389 | |
| 6 | AEE |
Ameren Corp
|
931 | $105,240 | |
| 7 | OGE |
Oge Energy Corp.
|
2,000 | $97,320 | |
| 8 | EIX |
Edison International
|
1,256 | $93,509 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,965 | 810 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $62,839 | 810 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $59,340 | 810 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $56,116 | 810 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $60,839 | 810 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $50,320 | 755 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $53,325 | 755 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $44,945 | 755 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $45,556 | 755 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $43,842 | 755 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $40,098 | 755 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $44,356 | 755 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $46,341 | 755 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,814 | 755 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $43,971 | 755 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $50,962 | 755 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $52,804 | 755 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $49,112 | 755 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $45,096 | 755 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,605 | 755 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $46,221 | 755 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,062 | 755 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $46,364 | 755 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $44,107 | 755 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $44,356 | 755 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||