Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,043
+$2,785 QoQ
Shares Held
79
+88.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 814 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026North Star Investment Management Corp. holds $18,432,455 across 28 Utilities - Regulated Electric names. CMS ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
35,308 | $4,830,487 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
50,695 | $3,630,775 | |
| 3 | NEE |
Nextera Energy Inc
|
26,869 | $2,358,292 | |
| 4 | LNT |
Alliant Energy Corp
|
21,167 | $1,614,830 | |
| 5 | AEE |
Ameren Corp
|
8,765 | $990,795 | |
| 6 | DTE |
Dte Energy Co
|
5,818 | $886,488 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,293 | $851,603 | |
| 8 | SO |
Southern Co
|
8,676 | $830,379 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,043 | 79 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,258 | 42 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,937 | 42 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $512 | 7 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||