Position in CMS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,133,688
+$25,157,468 QoQ
Shares Held
362,641
+752.1% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROOKFIELD Corp /ON/ holds $756,889,405 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
3,986,380 | $175,560,175 | |
| 2 | NEE |
Nextera Energy Inc
|
1,981,421 | $173,909,321 | |
| 3 | XEL |
Xcel Energy Inc
|
1,632,769 | $131,111,350 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
961,821 | $102,914,847 | |
| 5 | PCG |
PG&E Corp
|
4,947,262 | $83,212,946 | |
| 6 | IDA |
Idacorp Inc
|
281,986 | $42,664,481 | |
| 7 | LNT |
Alliant Energy Corp
|
358,078 | $27,317,770 | |
| 8 | FE |
Firstenergy Corp
|
351,843 | $16,726,616 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,133,688 | 362,641 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,976,220 | 42,560 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,117,945 | 42,560 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $61,287,859 | 884,640 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $80,633,439 | 1,073,538 | Shares | Defined | 2025-06-10 | |
| 2024-12-31 | $75,102,286 | 1,126,816 | Shares | Defined | 2025-06-10 | |
| 2024-09-30 | $84,742,650 | 1,199,811 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $70,999,585 | 1,192,669 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $72,812,096 | 1,206,697 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $77,817,168 | 1,340,058 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $64,849,221 | 1,221,036 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $68,897,652 | 1,172,726 | Shares | Defined | 2023-09-26 | |
| 2023-03-31 | $293,273 | 4,778 | Shares | Defined | 2023-09-26 | |
| 2022-03-31 | $51,119,635 | 730,907 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $132,708,960 | 2,040,107 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $120,732,667 | 2,021,307 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $117,112,629 | 1,982,272 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $108,278,099 | 1,768,672 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $119,353,374 | 1,956,292 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $146,494,660 | 2,385,518 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $109,550,235 | 1,875,218 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||