Position in CMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$114,750
-$1,620 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#596
of 815 holders
Holding Since
Dec 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, 2026MeadowBrook Investment Advisors LLC holds $763,817 across 4 Utilities - Regulated Electric names. CMS ranks #3 (15.0% of the industry book) .
All Filings in CMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,750 | 1,500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $116,370 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $104,895 | 1,500 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $109,890 | 1,500 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $103,920 | 1,500 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $112,665 | 1,500 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $99,975 | 1,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $105,945 | 1,500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $89,295 | 1,500 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $90,510 | 1,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $87,105 | 1,500 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||