Position in CMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$596,700
-$8,424 QoQ
Shares Held
7,800
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#419
of 814 holders
Holding Since
Jun 2021
20 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, 2026Boit C F David holds $596,700 across 1 Utilities - Regulated Electric name. CMS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
7,800 | $596,700 |
All Filings in CMS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,700 | 7,800 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $605,124 | 7,800 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $545,454 | 7,800 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $571,428 | 7,800 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $540,384 | 7,800 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $585,858 | 7,800 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $519,870 | 7,800 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $550,914 | 7,800 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $464,334 | 7,800 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $470,652 | 7,800 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $452,946 | 7,800 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $414,258 | 7,800 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $458,250 | 7,800 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $478,764 | 7,800 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $493,974 | 7,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $454,272 | 7,800 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $545,532 | 7,800 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $507,390 | 7,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $465,894 | 7,800 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $460,824 | 7,800 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||