Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,426
-$90 QoQ
Shares Held
84
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 815 holders
Holding Since
Mar 2023
7 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, 2026ALERUS FINANCIAL NA holds $26,820,908 across 15 Utilities - Regulated Electric names. CMS ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
82,226 | $7,869,850 | |
| 2 | LNT |
Alliant Energy Corp
|
48,262 | $3,681,907 | |
| 3 | EIX |
Edison International
|
31,195 | $2,322,467 | |
| 4 | EVRG |
Evergy, Inc.
|
26,845 | $2,320,213 | |
| 5 | D |
Dominion Energy, Inc
|
33,673 | $2,299,529 | |
| 6 | ES |
Eversource Energy
|
30,498 | $2,204,090 | |
| 7 | FE |
Firstenergy Corp
|
44,537 | $2,117,288 | |
| 8 | DUK |
Duke Energy CORP
|
14,691 | $1,859,586 |
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,426 | 84 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,516 | 84 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,874 | 84 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,153 | 84 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,819 | 84 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $13,654,146 | 232,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,875,422 | 128,306 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||