Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$60,817
-$31,813 QoQ
Shares Held
795
-33.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#624
of 814 holders
Holding Since
Dec 2025
3 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, 2026Dixon Mitchell Investment Counsel Inc. holds $161,599 across 2 Utilities - Regulated Electric names. CMS ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
1,761 | $100,782 | |
| 2 | CMS |
Cms Energy Corp
This page
|
795 | $60,817 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,817 | 795 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $92,630 | 1,194 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $83,496 | 1,194 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||