Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,295,467
+$112,127 QoQ
Shares Held
43,078
+5.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#240
of 815 holders
Holding Since
Mar 2022
14 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, 2026Hilton Capital Management, LLC holds $9,387,258 across 2 Utilities - Regulated Electric names. CMS ranks #2 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
40,263 | $6,091,791 | |
| 2 | CMS |
Cms Energy Corp
This page
|
43,078 | $3,295,467 |
All Filings in CMS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,295,467 | 43,078 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,183,340 | 41,033 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,052,585 | 29,352 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,940,730 | 26,491 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,739,066 | 25,102 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,657,752 | 22,071 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,302,207 | 19,538 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,319,792 | 18,686 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,171,193 | 19,674 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,152,614 | 19,102 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $484,768 | 8,348 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $203,229 | 3,311 | Shares | Sole | 2023-05-08 | |
| 2022-06-30 | $217,687 | 3,225 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $221,290 | 3,164 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||