Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,708,661
-$6,342,369 QoQ
Shares Held
702,074
-9.3% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#64
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 75%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Energy Income Partners, LLC holds $1,965,789,710 across 21 Utilities - Regulated Electric names. CMS ranks #19 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,735,602 | $166,114,467 | |
| 2 | ETR |
Entergy Corp /De/
|
1,291,790 | $148,374,998 | |
| 3 | PPL |
PPL Corp
|
3,915,845 | $142,340,965 | |
| 4 | DUK |
Duke Energy CORP
|
1,120,607 | $141,846,433 | |
| 5 | AEP |
American Electric Power Co Inc
|
919,858 | $125,845,772 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,432,413 | $116,254,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,277,260 | $110,393,581 | |
| 8 | CNP |
Centerpoint Energy Inc
|
2,348,478 | $103,426,970 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,708,661 | 702,074 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $60,051,030 | 774,053 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $50,426,592 | 721,101 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $48,334,310 | 659,764 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $45,328,587 | 654,281 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $47,536,743 | 632,895 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $40,771,870 | 611,731 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $51,656,662 | 731,370 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $45,702,192 | 767,717 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $54,232,022 | 898,774 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $48,192,002 | 829,895 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $47,118,023 | 887,178 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $49,939,673 | 850,037 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $32,975,974 | 537,243 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $33,220,891 | 524,568 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $35,429,487 | 608,336 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $40,221,764 | 595,878 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $40,763,549 | 582,836 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $70,060,411 | 1,077,024 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $65,214,587 | 1,091,823 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $45,213,569 | 765,294 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $51,342,520 | 838,656 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $47,373,654 | 776,490 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $43,997,808 | 716,460 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $43,111,563 | 737,959 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $51,928,361 | 883,887 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||