VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Position in CMS — Cms Energy Corp

CIK 1021642 HOUSTON, TX

Back to CMS Full portfolio

Position in CMS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$78,706,566

-$682,907 QoQ

Shares Held

1,028,844

+0.5% QoQ

Ownership

0.328%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#52

of 814 holders

Holding Since

Mar 2020

21 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, 2026

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. CMS ranks #4 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	972,479	$84,051,358
2	LNT	Alliant Energy Corp	1,099,030	$83,844,997
3	WEC	Wec Energy Group, Inc.	682,599	$79,707,084
4	CMS	Cms Energy Corp This page	1,028,844	$78,706,566
5	SO	Southern Co	745,415	$71,343,668
6	EXC	Exelon Corp	624,620	$29,119,784
7	DUK	Duke Energy CORP	13,525	$1,711,994

All Filings in CMS

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,706,566	1,028,844	+0.5%	Shares	Defined	2026-07-16
2026-03-31	$79,389,473	1,023,324	+28.6%	Shares	Defined	2026-04-16
2025-12-31	$55,631,341	795,529	+26.2%	Shares	Defined	2026-01-15
2025-09-30	$46,197,681	630,599	+17.3%	Shares	Defined	2025-10-22
2025-06-30	$37,246,242	537,619	-3.0%	Shares	Defined	2025-07-21
2025-03-31	$41,610,939	554,000	+27.9%	Shares	Defined	2025-04-17
2023-09-30	$23,000,346	433,070	-35.6%	Shares	Defined	2023-11-09
2023-06-30	$39,504,379	672,415	+27.2%	Shares	Defined	2023-08-03
2023-03-31	$32,451,850	528,704	+42.1%	Shares	Defined	2023-05-08
2022-12-31	$23,554,895	371,939	-43.6%	Shares	Defined	2023-01-31
2022-09-30	$38,395,127	659,257	-19.2%	Shares	Defined	2022-11-04
2022-06-30	$55,094,444	816,214	-3.4%	Shares	Defined	2022-07-22
2022-03-31	$59,089,787	844,864	+44.4%	Shares	Defined	2022-05-04
2021-12-31	$38,048,654	584,914	-2.4%	Shares	Defined	2022-01-13
2021-09-30	$35,778,149	598,998	+413.4%	Shares	Defined	2021-10-27
2021-06-30	$6,892,862	116,670	-4.4%	Shares	Defined	2021-07-15
2021-03-31	$7,473,552	122,077	-1.5%	Shares	Defined	2021-05-11
2020-12-31	$7,559,747	123,910	-2.3%	Shares	Defined	2021-02-04
2020-09-30	$7,789,059	126,837	-5.6%	Shares	Defined	2020-11-09
2020-06-30	$7,850,770	134,385	-75.0%	Shares	Defined	2020-08-14
2020-03-31	$31,639,518	538,545	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.