Position in CMS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,887
+$2,370 QoQ
Shares Held
63
+75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026HighMark Wealth Management LLC holds $1,150,324 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
13,138 | $1,054,981 | |
| 2 | SO |
Southern Co
|
623 | $59,627 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
100 | $11,677 | |
| 4 | DUK |
Duke Energy CORP
|
87 | $11,012 | |
| 5 | ETR |
Entergy Corp /De/
|
68 | $7,810 | |
| 6 | CNP |
Centerpoint Energy Inc
|
91 | $4,007 | |
| 7 | KEP |
Korea Electric Power Corp
|
100 | $1,210 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,887 | 63 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,517 | 36 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,347 | 73 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $6,997 | 101 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,787 | 117 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $7,798 | 117 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,334 | 118 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $8,572 | 144 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,663 | 127 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $7,374 | 127 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,744 | 127 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $5,581 | 95 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,375 | 55 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,039 | 48 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $4,542 | 78 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,602 | 83 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,735 | 82 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,724 | 88 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,897 | 82 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,967 | 101 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,774 | 127 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $9,456 | 155 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $9,211 | 150 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $8,763 | 150 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $7,226 | 123 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||