Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,693,725
+$1,106,471 QoQ
Shares Held
296,650
+6.6% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#112
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,362,586,952 across 31 Utilities - Regulated Electric names. CMS ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
2,444,770 | $202,598,089 | |
| 2 | NEE |
Nextera Energy Inc
|
2,063,971 | $181,154,734 | |
| 3 | SO |
Southern Co
|
1,697,019 | $162,421,688 | |
| 4 | DUK |
Duke Energy CORP
|
1,025,515 | $129,809,688 | |
| 5 | AEP |
American Electric Power Co Inc
|
701,541 | $95,977,824 | |
| 6 | D |
Dominion Energy, Inc
|
1,390,897 | $94,984,356 | |
| 7 | DTE |
Dte Energy Co
|
454,932 | $69,317,988 | |
| 8 | ETR |
Entergy Corp /De/
|
558,444 | $64,142,877 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,693,725 | 296,650 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $21,587,254 | 278,258 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,998,238 | 185,875 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $12,016,323 | 164,023 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $12,204,156 | 176,157 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $20,092,300 | 267,505 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $13,993,900 | 209,961 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $13,309,940 | 188,446 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $5,635,288 | 94,663 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $5,545,970 | 91,912 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $4,947,682 | 85,249 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $6,220,508 | 117,125 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $7,142,883 | 121,581 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $6,911,387 | 112,600 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $6,350,668 | 100,279 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $7,252,452 | 124,527 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,569,327 | 126,953 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $8,671,300 | 123,982 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $6,363,971 | 97,832 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $5,760,002 | 96,434 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $3,612,150 | 61,140 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,642,895 | 59,505 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $4,205,480 | 68,931 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $4,790,900 | 78,015 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $4,876,082 | 83,466 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $6,798,843 | 115,725 | Shares | Other | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||