Position in CMS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,343,005
+$980,702 QoQ
Shares Held
55,981
+16.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026AGF MANAGEMENT LTD holds $84,038,168 across 17 Utilities - Regulated Electric names. CMS ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,839 | $15,124,486 | |
| 2 | EMA |
Emera Inc
|
241,071 | $12,504,352 | |
| 3 | DUK |
Duke Energy CORP
|
66,036 | $8,646,753 | |
| 4 | AEP |
American Electric Power Co Inc
|
61,892 | $8,112,802 | |
| 5 | ETR |
Entergy Corp /De/
|
68,990 | $7,751,716 | |
| 6 | SO |
Southern Co
|
65,920 | $6,362,598 | |
| 7 | EXC |
Exelon Corp
|
92,532 | $4,535,917 | |
| 8 | CMS |
Cms Energy Corp
This page
|
55,981 | $4,343,005 |
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,343,005 | 55,981 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,362,303 | 48,081 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,918,896 | 53,493 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,710,844 | 53,563 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,560,138 | 47,399 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,159,342 | 47,402 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,264,517 | 46,220 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,268,688 | 38,110 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||