Position in CMS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,105,272
-$34,455 QoQ
Shares Held
14,448
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#349
of 813 holders
Holding Since
Mar 2020
26 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, 2026Mirador Capital Partners LP holds $6,556,730 across 6 Utilities - Regulated Electric names. CMS ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,446 | $1,970,085 | |
| 2 | AEP |
American Electric Power Co Inc
|
12,630 | $1,727,910 | |
| 3 | CMS |
Cms Energy Corp
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|
14,448 | $1,105,272 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
8,922 | $954,654 | |
| 5 | SO |
Southern Co
|
6,160 | $589,573 | |
| 6 | DUK |
Duke Energy CORP
|
1,653 | $209,236 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,272 | 14,448 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,139,727 | 14,691 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,013,005 | 14,486 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,057,727 | 14,438 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,025,621 | 14,804 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,066,862 | 14,204 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $941,164 | 14,121 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $960,921 | 13,605 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $779,485 | 13,094 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $750,689 | 12,441 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $666,237 | 11,473 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $577,677 | 10,877 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $599,132 | 10,198 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $635,467 | 10,353 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $638,113 | 10,076 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $564,928 | 9,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $664,740 | 9,848 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $623,445 | 8,914 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $429,395 | 6,601 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $382,331 | 6,401 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $367,241 | 6,216 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $345,280 | 5,640 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $365,022 | 5,983 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $362,810 | 5,908 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $384,228 | 6,577 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $386,281 | 6,575 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||