Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$686,817
-$317,553 QoQ
Shares Held
8,978
-32.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 814 holders
Holding Since
Sep 2022
11 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $285,890,957 across 27 Utilities - Regulated Electric names. CMS ranks #22 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in CMS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $686,817 | 8,978 | Shares | Other | 2026-08-11 | |
| 2025-03-31 | $1,004,370 | 13,372 | Shares | Other | 2025-05-14 | |
| 2024-09-30 | $570,337 | 8,075 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $655,484 | 11,011 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $622,286 | 10,313 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $570,305 | 9,821 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $532,480 | 10,026 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $591,083 | 10,061 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $594,649 | 9,688 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $553,630 | 8,742 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $344,897 | 5,922 | Shares | Other | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||