Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$306
+$74 QoQ
Shares Held
4
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#802
of 814 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $100,691 across 29 Utilities - Regulated Electric names. CMS ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
504 | $55,757 | |
| 2 | NEE |
Nextera Energy Inc
|
166 | $14,569 | |
| 3 | XEL |
Xcel Energy Inc
|
155 | $12,446 | |
| 4 | SO |
Southern Co
|
64 | $6,125 | |
| 5 | NGG |
National Grid PLC
|
38 | $3,149 | |
| 6 | AEP |
American Electric Power Co Inc
|
12 | $1,641 | |
| 7 | AEE |
Ameren Corp
|
5 | $565 | |
| 8 | ETR |
Entergy Corp /De/
|
4 | $459 |
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306 | 4 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $232 | 3 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $209 | 3 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $219 | 3 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $207 | 3 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||