Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$587,214
+$282,015 QoQ
Shares Held
7,676
+95.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#422
of 814 holders
Holding Since
Dec 2025
3 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, 2026Kera Capital Partners, Inc. holds $10,255,373 across 18 Utilities - Regulated Electric names. CMS ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
9,657 | $1,068,353 | |
| 2 | EIX |
Edison International
|
10,601 | $789,244 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
7,352 | $786,664 | |
| 4 | ES |
Eversource Energy
|
10,523 | $760,497 | |
| 5 | DUK |
Duke Energy CORP
|
5,495 | $695,557 | |
| 6 | EXC |
Exelon Corp
|
13,537 | $631,094 | |
| 7 | CMS |
Cms Energy Corp
This page
|
7,676 | $587,214 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,015 | $585,601 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,214 | 7,676 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $305,199 | 3,934 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $260,699 | 3,728 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||