Position in CMS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,054
+$563 QoQ
Shares Held
53
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#731
of 814 holders
Holding Since
Mar 2025
6 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $666,726 across 27 Utilities - Regulated Electric names. CMS ranks #20 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,165 | $302,922 | |
| 2 | NEE |
Nextera Energy Inc
|
827 | $72,585 | |
| 3 | EIX |
Edison International
|
479 | $35,661 | |
| 4 | AEE |
Ameren Corp
|
292 | $33,007 | |
| 5 | AEP |
American Electric Power Co Inc
|
237 | $32,423 | |
| 6 | DUK |
Duke Energy CORP
|
232 | $29,366 | |
| 7 | EXC |
Exelon Corp
|
517 | $24,102 | |
| 8 | ES |
Eversource Energy
|
227 | $16,405 |
All Filings in CMS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,054 | 53 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,491 | 45 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $3,076 | 44 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,223 | 44 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,048 | 44 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,304 | 44 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||