Position in CMS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,595,587
-$2,088,675 QoQ
Shares Held
20,567
-61.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Oak Thistle LLC holds $23,665,269 across 11 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
145,671 | $5,295,140 | |
| 2 | PCG |
PG&E Corp
|
237,073 | $3,987,567 | |
| 3 | XEL |
Xcel Energy Inc
|
40,899 | $3,284,189 | |
| 4 | AEP |
American Electric Power Co Inc
|
20,889 | $2,857,824 | |
| 5 | EVRG |
Evergy, Inc.
|
19,158 | $1,655,825 | |
| 6 | IDA |
Idacorp Inc
|
10,145 | $1,534,938 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
10,049 | $1,075,243 | |
| 8 | D |
Dominion Energy, Inc
|
15,515 | $1,059,519 |
All Filings in CMS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,595,587 | 20,567 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,684,262 | 52,685 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $636,702 | 8,691 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,527,000 | 22,041 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,851,536 | 24,651 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $637,573 | 9,566 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $441,931 | 6,257 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,427 | 5,517 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $233,033 | 3,862 | Shares | Sole | 2024-04-18 | |
| 2022-09-30 | $317,582 | 5,453 | Shares | Sole | 2022-10-17 | |
| 2022-03-31 | $572,038 | 8,179 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $258,573 | 3,975 | Shares | Other | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||