Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$378,522
-$4,180 QoQ
Shares Held
4,948
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#470
of 815 holders
Holding Since
Jun 2023
13 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, 2026Samalin Investment Counsel, LLC holds $2,487,942 across 7 Utilities - Regulated Electric names. CMS ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,674 | $585,776 | |
| 2 | NGG |
National Grid PLC
|
5,688 | $471,364 | |
| 3 | CMS |
Cms Energy Corp
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|
4,948 | $378,522 | |
| 4 | ED |
Consolidated Edison Inc
|
2,944 | $325,694 | |
| 5 | ETR |
Entergy Corp /De/
|
2,402 | $275,893 | |
| 6 | SO |
Southern Co
|
2,501 | $239,370 | |
| 7 | LNT |
Alliant Energy Corp
|
2,770 | $211,323 |
All Filings in CMS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,522 | 4,948 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $382,702 | 4,933 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $356,852 | 5,103 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $389,669 | 5,319 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $380,208 | 5,488 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $431,657 | 5,747 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $312,455 | 4,688 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $330,407 | 4,678 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $293,601 | 4,932 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $285,890 | 4,738 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $297,144 | 5,117 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $325,617 | 6,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $379,583 | 6,461 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||