Position in CMS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$629,595
+$249,143 QoQ
Shares Held
8,230
+67.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#414
of 814 holders
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $7,243,697 across 11 Utilities - Regulated Electric names. CMS ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
15,726 | $1,359,198 | |
| 2 | OGE |
Oge Energy Corp.
|
20,147 | $980,353 | |
| 3 | LNT |
Alliant Energy Corp
|
10,641 | $811,801 | |
| 4 | IDA |
Idacorp Inc
|
5,061 | $765,729 | |
| 5 | CMS |
Cms Energy Corp
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|
8,230 | $629,595 | |
| 6 | DUK |
Duke Energy CORP
|
4,196 | $531,129 | |
| 7 | SO |
Southern Co
|
5,377 | $514,632 | |
| 8 | POR |
Portland General Electric Co /Or/
|
9,760 | $505,860 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,595 | 8,230 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $380,452 | 4,904 | Shares | Sole | 2026-05-12 | |
| 2024-06-30 | $1,017,605 | 17,094 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $251,369 | 4,733 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $986,941 | 16,799 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $471,889 | 7,688 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $788,078 | 12,444 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,224,321 | 21,022 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $271,367 | 3,880 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $887,282 | 13,640 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $695,137 | 11,638 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $504,543 | 8,540 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $674,460 | 11,017 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||