Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$206,550
-$2,916 QoQ
Shares Held
2,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#577
of 814 holders
Holding Since
Mar 2025
3 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, 2026BARNES PETTEY FINANCIAL ADVISORS, LLC holds $3,037,328 across 3 Utilities - Regulated Electric names. CMS ranks #3 (6.8% of the industry book) .
All Filings in CMS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,550 | 2,700 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,466 | 2,700 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $202,797 | 2,700 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||