Position in CMS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$229,500
-$3,240 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#554
of 814 holders
Holding Since
Mar 2022
9 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, 2026SkyOak Wealth, LLC holds $4,929,925 across 6 Utilities - Regulated Electric names. CMS ranks #5 (4.7% of the industry book) .
All Filings in CMS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,500 | 3,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $232,740 | 3,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $209,790 | 3,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $219,780 | 3,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $207,840 | 3,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,330 | 3,000 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $211,890 | 3,000 | Shares | Sole | 2024-11-04 | |
| 2022-06-30 | $202,500 | 3,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $209,820 | 3,000 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||