Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$259,794
-$3,667 QoQ
Shares Held
3,396
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#532
of 814 holders
Holding Since
Mar 2022
10 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, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. CMS ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
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|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,794 | 3,396 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $263,461 | 3,396 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $237,482 | 3,396 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $246,959 | 3,371 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $231,810 | 3,346 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $249,365 | 3,320 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $219,678 | 3,296 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $231,030 | 3,271 | Shares | Sole | 2024-10-31 | |
| 2022-06-30 | $205,335 | 3,042 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $211,358 | 3,022 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||