Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,836
New position
Shares Held
24
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#760
of 814 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Planning Strategies Inc. holds $601,958 across 28 Utilities - Regulated Electric names. CMS ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,336 | $91,235 | |
| 2 | DUK |
Duke Energy CORP
|
653 | $82,656 | |
| 3 | PPL |
PPL Corp
|
1,868 | $67,901 | |
| 4 | DTE |
Dte Energy Co
|
429 | $65,366 | |
| 5 | SO |
Southern Co
|
654 | $62,594 | |
| 6 | EVRG |
Evergy, Inc.
|
569 | $49,178 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
397 | $42,479 | |
| 8 | NEE |
Nextera Energy Inc
|
324 | $28,437 |
All Filings in CMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,836 | 24 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||