BRASADA CAPITAL MANAGEMENT, LP

Position in CMS — Cms Energy Corp

CIK 1643833 HOUSTON, TX

Position in CMS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$8,212,275

-$553,644 QoQ

Shares Held

107,350

-5.0% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#167

of 815 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 52% Shared 0% None 48%

Utilities · as of Jun 30, 2026

BRASADA CAPITAL MANAGEMENT, LP holds $16,286,309 across 4 Utilities - Regulated Electric names. CMS ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMS	Cms Energy Corp This page	107,350	$8,212,275
2	LNT	Alliant Energy Corp	85,561	$6,527,448
3	NEE	Nextera Energy Inc	12,114	$1,063,245
4	ES	Eversource Energy	6,688	$483,341

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,212,275	107,350	-5.0%	Shares	Sole	2026-08-17
2026-03-31	$8,765,919	112,992	-2.5%	Shares	Sole	2026-05-15
2025-12-31	$8,103,488	115,880	-10.7%	Shares	Sole	2026-02-13
2025-09-30	$9,509,221	129,801	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$8,903,519	128,515	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$10,002,098	133,166	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$9,053,069	135,830	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$9,541,053	135,085	+2.9%	Shares	Sole	2024-11-14
2024-06-30	$7,816,467	131,303	+1.3%	Shares	Sole	2024-08-07
2024-03-31	$7,820,064	129,600	+164.9%	Shares	Sole	2024-05-15
2023-12-31	$2,841,539	48,933	+129.3%	Shares	Sole	2024-02-14
2023-09-30	$1,133,420	21,341	-9.0%	Shares	Sole	2023-11-13
2023-06-30	$1,377,687	23,450	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$1,432,670	23,341	-6.5%	Shares	Sole	2023-05-15
2022-12-31	$1,580,336	24,954	+22.4%	Shares	Sole	2023-02-14
2022-09-30	$1,187,047	20,382	+15.7%	Shares	Sole	2022-11-14
2022-06-30	$1,189,080	17,616	+8.9%	Shares	Sole	2022-08-15
2022-03-31	$1,131,489	16,178	+3.1%	Shares	Sole	2022-05-16
2021-12-31	$1,020,309	15,685	+108.6%	Shares	Sole	2022-02-10
2021-09-30	$449,169	7,520	-18.0%	Shares	Sole	2021-11-08
2021-06-30	$541,763	9,170	-26.0%	Shares	Sole	2021-08-13
2021-03-31	$758,209	12,385	-87.2%	Shares	Sole	2021-05-07
2020-12-31	$5,905,951	96,803	+3.5%	Shares	Sole	2021-02-05
2020-09-30	$5,742,633	93,513	+1.8%	Shares	Sole	2020-11-04
2020-06-30	$5,364,416	91,825	+1.9%	Shares	Sole	2020-07-14
2020-03-31	$5,295,901	90,143	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.