Position in CMS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$333,050
+$32,841 QoQ
Shares Held
4,293
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Carrera Capital Advisors holds $11,588,382 across 6 Utilities - Regulated Electric names. CMS ranks #4 (2.9% of the industry book) .
All Filings in CMS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $333,050 | 4,293 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $300,209 | 4,293 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $341,611 | 4,663 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $351,526 | 5,074 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $381,108 | 5,074 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $338,182 | 5,074 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $358,376 | 5,074 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||