Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,529
-$219 QoQ
Shares Held
203
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#671
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, 2026Centerpoint Advisors, LLC holds $1,882,367 across 10 Utilities - Regulated Electric names. CMS ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
10,983 | $793,741 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
5,025 | $407,829 | |
| 3 | NEE |
Nextera Energy Inc
|
4,267 | $374,514 | |
| 4 | ED |
Consolidated Edison Inc
|
935 | $103,439 | |
| 5 | DUK |
Duke Energy CORP
|
553 | $69,998 | |
| 6 | EIX |
Edison International
|
615 | $45,786 | |
| 7 | SO |
Southern Co
|
417 | $39,911 | |
| 8 | DTE |
Dte Energy Co
|
180 | $27,426 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,529 | 203 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,748 | 203 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,195 | 203 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,197 | 30 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,078 | 30 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $75,110 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,650 | 1,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $70,630 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $59,530 | 1,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $60,340 | 1,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $58,070 | 1,000 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $53,110 | 1,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $47,000 | 800 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||