Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$207,468
-$9,290 QoQ
Shares Held
2,712
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#575
of 814 holders
Holding Since
Dec 2022
13 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, 2026Prosperity Financial Group, Inc. holds $1,138,219 across 4 Utilities - Regulated Electric names. CMS ranks #4 (18.2% of the industry book) .
All Filings in CMS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,468 | 2,712 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $216,758 | 2,794 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $216,703 | 2,958 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,860 | 2,957 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $234,042 | 3,116 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,883 | 3,014 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $220,436 | 3,121 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $212,336 | 3,519 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $218,865 | 3,769 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,394 | 3,905 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $241,168 | 4,105 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $251,964 | 4,105 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $266,302 | 4,205 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||