Position in CMS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,207
+$173 QoQ
Shares Held
55
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 814 holders
Holding Since
Sep 2023
11 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, 2026Financial Management Professionals, Inc. holds $1,458,240 across 27 Utilities - Regulated Electric names. CMS ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,198 | $784,542 | |
| 2 | NEE |
Nextera Energy Inc
|
3,019 | $264,977 | |
| 3 | SO |
Southern Co
|
1,479 | $141,555 | |
| 4 | D |
Dominion Energy, Inc
|
950 | $64,875 | |
| 5 | ETR |
Entergy Corp /De/
|
490 | $56,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
227 | $31,055 | |
| 7 | NGG |
National Grid PLC
|
211 | $17,485 | |
| 8 | XEL |
Xcel Energy Inc
|
170 | $13,651 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,207 | 55 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,034 | 52 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $909 | 13 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $732 | 10 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $692 | 10 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $375 | 5 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $333 | 5 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $353 | 5 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $297 | 5 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $301 | 5 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $265 | 5 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||