Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,897
-$3,796 QoQ
Shares Held
3,515
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#525
of 814 holders
Holding Since
Mar 2020
25 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, 2026Pointe Capital Management LLC holds $947,812 across 3 Utilities - Regulated Electric names. CMS ranks #3 (28.4% of the industry book) .
All Filings in CMS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,897 | 3,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $272,693 | 3,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $245,803 | 3,515 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,508 | 3,515 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $243,519 | 3,515 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $264,011 | 3,515 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $234,274 | 3,515 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $248,264 | 3,515 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $209,247 | 3,515 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $212,095 | 3,515 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $204,116 | 3,515 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $206,506 | 3,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $215,750 | 3,515 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $277,322 | 4,379 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $271,806 | 4,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $315,022 | 4,667 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $326,409 | 4,667 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $303,588 | 4,667 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $278,759 | 4,667 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $275,726 | 4,667 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $285,713 | 4,667 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $279,242 | 4,577 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $342,483 | 5,577 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $325,808 | 5,577 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $327,648 | 5,577 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||