Position in CMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,371
+$501 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#752
of 816 holders
Holding Since
Mar 2024
2 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, 2026LifeSteps Financial, Inc. holds $1,483,606 across 15 Utilities - Regulated Electric names. CMS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,293 | $815,646 | |
| 2 | EIX |
Edison International
|
1,887 | $140,487 | |
| 3 | DUK |
Duke Energy CORP
|
1,100 | $139,238 | |
| 4 | ED |
Consolidated Edison Inc
|
1,000 | $110,630 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
1,001 | $107,107 | |
| 6 | D |
Dominion Energy, Inc
|
1,364 | $93,147 | |
| 7 | XEL |
Xcel Energy Inc
|
274 | $22,002 | |
| 8 | DTE |
Dte Energy Co
|
82 | $12,494 |
All Filings in CMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,371 | 31 | Shares | Sole | 2026-07-17 | |
| 2024-03-31 | $1,870 | 31 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||