Position in CMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$279,837
+$12,186 QoQ
Shares Held
3,658
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#513
of 814 holders
Holding Since
Mar 2023
8 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $25,382,309 across 18 Utilities - Regulated Electric names. CMS ranks #14 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
66,221 | $5,812,217 | |
| 2 | DUK |
Duke Energy CORP
|
44,305 | $5,608,126 | |
| 3 | SO |
Southern Co
|
39,337 | $3,764,944 | |
| 4 | FE |
Firstenergy Corp
|
72,829 | $3,462,290 | |
| 5 | D |
Dominion Energy, Inc
|
17,184 | $1,173,495 | |
| 6 | ES |
Eversource Energy
|
9,745 | $704,271 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,041 | $689,659 | |
| 8 | ED |
Consolidated Edison Inc
|
6,046 | $668,868 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,837 | 3,658 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $267,651 | 3,450 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $206,643 | 2,955 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $227,252 | 3,102 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $211,373 | 3,051 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $232,765 | 3,099 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $212,525 | 3,009 | Shares | Sole | 2024-10-08 | |
| 2023-03-31 | $375,215 | 6,113 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||