Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$49,266
+$25,739 QoQ
Shares Held
644
+82.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#630
of 815 holders
Holding Since
Dec 2024
2 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 Jun 30, 2026Bayforest Capital Ltd holds $1,588,080 across 17 Utilities - Regulated Electric names. CMS ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
7,240 | $337,528 | |
| 2 | PCG |
PG&E Corp
|
10,880 | $183,001 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
11,873 | $160,641 | |
| 4 | ED |
Consolidated Edison Inc
|
1,260 | $139,393 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
1,914 | $137,080 | |
| 6 | PPL |
PPL Corp
|
3,370 | $122,499 | |
| 7 | XEL |
Xcel Energy Inc
|
1,474 | $118,362 | |
| 8 | EVRG |
Evergy, Inc.
|
990 | $85,565 |
All Filings in CMS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,266 | 644 | Shares | Sole | 2026-08-05 | |
| 2024-12-31 | $23,527 | 353 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||