Pallas Capital Advisors LLC

Position in CMS — Cms Energy Corp

CIK 1862282 BRAINTREE, MA

Position in CMS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$210,987

-$3,987 QoQ

Shares Held

2,758

-0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#571

of 814 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Utilities · as of Jun 30, 2026

Pallas Capital Advisors LLC holds $28,753,047 across 17 Utilities - Regulated Electric names. CMS ranks #17 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	74,553	$6,543,516
2	DTE	Dte Energy Co	40,962	$6,241,379
3	EIX	Edison International	59,756	$4,448,834
4	PCG	PG&E Corp	218,436	$3,674,093
5	XEL	Xcel Energy Inc	26,038	$2,090,851
6	ES	Eversource Energy	24,306	$1,756,594
7	EVRG	Evergy, Inc.	9,898	$855,484
8	ETR	Entergy Corp /De/	4,766	$547,422

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,987	2,758	-0.5%	Shares	Sole	2026-08-07
2026-03-31	$214,974	2,771	-10.3%	Shares	Sole	2026-04-21
2025-12-31	$216,013	3,089	-1.6%	Shares	Sole	2026-01-14
2025-09-30	$229,963	3,139	-30.2%	Shares	Sole	2025-11-07
2025-03-31	$337,694	4,496	+0.8%	Shares	Sole	2025-04-14
2024-12-31	$297,192	4,459	+4.0%	Shares	Sole	2025-01-13
2024-09-30	$302,720	4,286	+10.4%	Shares	Sole	2024-10-25
2024-06-30	$231,095	3,882	-2.3%	Shares	Sole	2024-07-22
2024-03-31	$239,851	3,975	-2.7%	Shares	Sole	2024-04-15
2023-12-31	$237,274	4,086	-44.0%	Shares	Sole	2024-01-22
2023-09-30	$387,809	7,302	-81.8%	Shares	Sole	2023-11-01
2023-06-30	$2,352,350	40,040	+85.6%	Shares	Sole	2023-07-26
2023-03-31	$1,324,027	21,571	+13.9%	Shares	Sole	2023-05-02
2022-12-31	$1,199,660	18,943	—	Shares	Sole	2023-01-24
No filing history on record for this holder in this stock.