Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$233,325
-$3,294 QoQ
Shares Held
3,050
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 815 holders
Holding Since
Sep 2022
16 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, 2026Journey Advisory Group, LLC holds $11,795,249 across 6 Utilities - Regulated Electric names. CMS ranks #6 (2.0% of the industry book) .
All Filings in CMS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,325 | 3,050 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $236,619 | 3,050 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $283,216 | 4,050 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $296,703 | 4,050 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $280,584 | 4,050 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $304,195 | 4,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $269,932 | 4,050 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $286,051 | 4,050 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $241,096 | 4,050 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $244,377 | 4,050 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $235,183 | 4,050 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $215,095 | 4,050 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $237,937 | 4,050 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $248,589 | 4,050 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $202,656 | 3,200 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $186,368 | 3,200 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||