Pinnacle Wealth Management Group, Inc.

Position in CMS — Cms Energy Corp

CIK 1868491 PLYMOUTH, MI

Position in CMS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$332,392

-$4,693 QoQ

Shares Held

4,345

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#488

of 814 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Management Group, Inc. holds $2,962,153 across 6 Utilities - Regulated Electric names. CMS ranks #6 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,014	$703,388
2	DUK	Duke Energy CORP	4,048	$512,395
3	SO	Southern Co	5,104	$488,503
4	DTE	Dte Energy Co	3,139	$478,289
5	AEE	Ameren Corp	3,956	$447,186
6	CMS	Cms Energy Corp This page	4,345	$332,392

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,392	4,345	0.0%	Shares	Sole	2026-07-15
2026-03-31	$337,085	4,345	0.0%	Shares	Sole	2026-04-14
2025-12-31	$303,845	4,345	0.0%	Shares	Sole	2026-01-23
2025-09-30	$318,314	4,345	-3.3%	Shares	Sole	2025-10-08
2025-06-30	$311,413	4,495	-3.2%	Shares	Sole	2025-07-31
2025-03-31	$348,885	4,645	-2.1%	Shares	Sole	2025-04-11
2024-12-31	$316,254	4,745	-1.0%	Shares	Sole	2025-01-13
2024-09-30	$338,670	4,795	+1.5%	Shares	Sole	2024-10-10
2024-06-30	$281,279	4,725	0.0%	Shares	Sole	2024-07-24
2024-03-31	$285,106	4,725	-1.0%	Shares	Sole	2024-04-24
2023-12-31	$277,284	4,775	0.0%	Shares	Sole	2024-01-17
2023-09-30	$253,600	4,775	0.0%	Shares	Sole	2023-10-11
2023-06-30	$280,531	4,775	-17.3%	Shares	Sole	2023-07-10
2023-03-31	$354,469	5,775	0.0%	Shares	Sole	2023-04-27
2022-12-31	$365,730	5,775	+6.1%	Shares	Sole	2023-01-09
2022-09-30	$317,116	5,445	-1.8%	Shares	Sole	2022-10-07
2022-06-30	$374,287	5,545	-13.9%	Shares	Sole	2022-08-02
2022-03-31	$450,623	6,443	-5.8%	Shares	Sole	2022-04-21
2021-12-31	$445,137	6,843	0.0%	Shares	Sole	2022-03-15
2021-09-30	$408,732	6,843	0.0%	Shares	Sole	2021-10-28
2021-06-30	$404,284	6,843	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.