Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,765,183
-$2,335,930 QoQ
Shares Held
35,643
-51.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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, 2026SummitTX Capital, L.P. holds $141,015,649 across 15 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
292,300 | $22,299,567 | |
| 2 | AEE |
Ameren Corp
|
171,867 | $19,427,845 | |
| 3 | ETR |
Entergy Corp /De/
|
119,938 | $13,776,078 | |
| 4 | DTE |
Dte Energy Co
|
80,737 | $12,301,896 | |
| 5 | PPL |
PPL Corp
|
322,515 | $11,723,420 | |
| 6 | XEL |
Xcel Energy Inc
|
125,621 | $10,087,366 | |
| 7 | ED |
Consolidated Edison Inc
|
90,639 | $10,027,392 | |
| 8 | SO |
Southern Co
|
76,665 | $7,337,607 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,765,183 | 35,643 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,101,113 | 72,946 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $7,227,009 | 96,219 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||