Position in CMS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$688,500
-$9,720 QoQ
Shares Held
9,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#404
of 815 holders
Holding Since
Dec 2021
18 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, 2026Finer Wealth Management, Inc. holds $3,041,636 across 5 Utilities - Regulated Electric names. CMS ranks #2 (22.6% of the industry book) .
All Filings in CMS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,500 | 9,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $698,220 | 9,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $629,370 | 9,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $659,340 | 9,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $623,520 | 9,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $675,990 | 9,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $599,850 | 9,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $635,670 | 9,000 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $611,787 | 10,139 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $588,771 | 10,139 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $538,482 | 10,139 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $595,666 | 10,139 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $622,331 | 10,139 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $642,102 | 10,139 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $590,495 | 10,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,382 | 10,139 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $900,127 | 12,870 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $837,193 | 12,870 | Shares | Sole | 2022-06-01 | |
| No filing history on record for this holder in this stock. | ||||||