Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$276,471
-$2,041 QoQ
Shares Held
3,614
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#518
of 815 holders
Holding Since
Dec 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 Strategies Group, Inc. holds $497,559 across 2 Utilities - Regulated Electric names. CMS ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
3,614 | $276,471 | |
| 2 | DTE |
Dte Energy Co
|
1,451 | $221,088 |
All Filings in CMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,471 | 3,614 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $278,512 | 3,590 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $249,510 | 3,568 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $259,779 | 3,546 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $248,091 | 3,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $288,722 | 3,844 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $254,736 | 3,822 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $268,464 | 3,801 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $219,010 | 3,679 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $220,542 | 3,655 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $210,736 | 3,629 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||