Pinnacle Wealth Planning Services, Inc.

Position in CMS — Cms Energy Corp

CIK 1726752 MANSFIELD, OH

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$115,897

-$938 QoQ

Shares Held

1,515

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#595

of 815 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $5,803,793 across 35 Utilities - Regulated Electric names. CMS ranks #17 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,772	$648,148
2	AEP	American Electric Power Co Inc	4,541	$621,254
3	NGG	National Grid PLC	6,372	$528,047
4	PEG	Public Service Enterprise Group Inc	5,669	$460,096
5	NEE	Nextera Energy Inc	4,784	$419,891
6	KEP	Korea Electric Power Corp	30,442	$368,348
7	ETR	Entergy Corp /De/	3,078	$353,539
8	DUK	Duke Energy CORP	1,985	$251,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$115,897	1,515	+0.6%	Shares	Sole	2026-08-07
2026-03-31	$116,835	1,506	+3.2%	Shares	Sole	2026-05-11
2025-12-31	$102,027	1,459	-59.5%	Shares	Sole	2026-02-13
2024-09-30	$254,621	3,605	0.0%	Shares	Sole	2024-11-13
2024-06-30	$214,605	3,605	0.0%	Shares	Sole	2024-08-09
2024-03-31	$217,525	3,605	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$209,864	3,614	-1.1%	Shares	Sole	2024-02-08
2023-06-30	$214,731	3,655	0.0%	Shares	Sole	2023-08-07
2023-03-31	$224,343	3,655	+0.1%	Shares	Sole	2023-05-03
2022-12-31	$231,154	3,650	+1613.6%	Shares	Sole	2023-02-13
2020-12-31	$12,994	213	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.