Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,631
+$7,359 QoQ
Shares Held
962
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Bernard Wealth Management Corp. holds $1,825,534 across 5 Utilities - Regulated Electric names. CMS ranks #2 (4.1% of the industry book) .
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,631 | 962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,272 | 962 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $70,476 | 962 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $66,647 | 962 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $72,255 | 962 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||