Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,373,808
+$2,214,943 QoQ
Shares Held
223,947
+3.3% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 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, 2026TORTOISE CAPITAL ADVISORS, L.L.C. holds $290,987,671 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
951,677 | $109,309,620 | |
| 2 | EVRG |
Evergy, Inc.
|
614,254 | $53,089,973 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,100,699 | $48,474,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
308,617 | $42,221,891 | |
| 5 | DTE |
Dte Energy Co
|
190,541 | $29,032,732 | |
| 6 | NEE |
Nextera Energy Inc
|
52,493 | $4,607,310 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,408 | $4,251,362 |
All Filings in CMS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,373,808 | 223,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,158,865 | 216,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,149,800 | 220,445 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,168,655 | 291,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,386,033 | 457,809 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,976,537 | 359,738 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,302,955 | 329,930 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,913,038 | 250,513 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $15,115,954 | 250,513 | Shares | Sole | 2024-05-10 | |
| 2020-03-31 | $47,167,555 | 802,852 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||