Position in CMS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$40,162
-$567 QoQ
Shares Held
525
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#637
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, 2026Dorato Capital Management holds $597,235 across 8 Utilities - Regulated Electric names. CMS ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
2,274 | $173,483 | |
| 2 | SO |
Southern Co
|
1,007 | $96,379 | |
| 3 | XEL |
Xcel Energy Inc
|
1,112 | $89,293 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
750 | $80,250 | |
| 5 | NEE |
Nextera Energy Inc
|
680 | $59,683 | |
| 6 | CMS |
Cms Energy Corp
This page
|
525 | $40,162 | |
| 7 | ED |
Consolidated Edison Inc
|
277 | $30,644 | |
| 8 | DUK |
Duke Energy CORP
|
216 | $27,341 |
All Filings in CMS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,162 | 525 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $40,729 | 525 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $36,713 | 525 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||