Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$328,873
-$10,286,431 QoQ
Shares Held
4,299
-97.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#489
of 814 holders
Holding Since
Jun 2020
16 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, 2026Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. CMS ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
119,484 | $13,506,471 | |
| 2 | EVRG |
Evergy, Inc.
|
155,455 | $13,435,975 | |
| 3 | DUK |
Duke Energy CORP
|
100,170 | $12,679,518 | |
| 4 | ED |
Consolidated Edison Inc
|
114,406 | $12,656,735 | |
| 5 | XEL |
Xcel Energy Inc
|
125,508 | $10,078,292 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
88,351 | $9,453,557 | |
| 7 | CNP |
Centerpoint Energy Inc
|
206,872 | $9,110,642 | |
| 8 | POR |
Portland General Electric Co /Or/
|
122,295 | $6,338,549 |
All Filings in CMS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,873 | 4,299 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $10,615,304 | 151,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,372,149 | 155,230 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,207,185 | 118,464 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $4,021,327 | 60,335 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,095,450 | 29,668 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,173,335 | 86,903 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $1,481,656 | 25,515 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,580,500 | 29,759 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $2,180,388 | 34,429 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,039,390 | 86,528 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $399,916 | 5,718 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $291,087 | 4,927 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,512,501 | 24,706 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,572,867 | 58,562 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $1,582,773 | 27,093 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||