Position in CMS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$7,038
-$99 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#710
of 814 holders
Holding Since
Dec 2023
11 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, 2026Rosenberg Matthew Hamilton holds $2,829,320 across 18 Utilities - Regulated Electric names. CMS ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,654 | $445,434 | |
| 2 | DUK |
Duke Energy CORP
|
3,100 | $392,398 | |
| 3 | NEE |
Nextera Energy Inc
|
3,942 | $345,989 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,715 | $301,509 | |
| 5 | XEL |
Xcel Energy Inc
|
3,427 | $275,188 | |
| 6 | D |
Dominion Energy, Inc
|
3,208 | $219,074 | |
| 7 | EXC |
Exelon Corp
|
4,580 | $213,519 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,470 | $201,110 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,038 | 92 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,137 | 92 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,433 | 92 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,739 | 92 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,373 | 92 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,910 | 92 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $6,131 | 92 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $6,497 | 92 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $5,476 | 92 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,551 | 92 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,342 | 92 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||