CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
Position in CMS — Cms Energy Corp
CIK 1033984
RADNOR, PA
Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,562,787
-$57,831,337 QoQ
Shares Held
595,592
-55.3% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#73
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC holds $1,447,917,088 across 16 Utilities - Regulated Electric names. CMS ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,692,983 | $216,246,534 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,554,554 | $212,678,532 | |
| 3 | PPL |
PPL Corp
|
5,283,738 | $192,063,875 | |
| 4 | EVRG |
Evergy, Inc.
|
1,777,469 | $153,626,645 | |
| 5 | SO |
Southern Co
|
1,496,314 | $143,212,212 | |
| 6 | PCG |
PG&E Corp
|
7,091,740 | $119,283,066 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,003,363 | $117,162,697 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,199,814 | $97,376,903 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,562,787 | 595,592 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,394,124 | 1,332,742 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $103,559,896 | 1,480,908 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $71,219,782 | 972,151 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $68,178,725 | 984,104 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $75,137,039 | 1,000,360 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $94,263,828 | 1,414,311 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $84,978,060 | 1,203,144 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $43,509,226 | 730,879 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $44,692,631 | 740,680 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $58,702,498 | 1,010,892 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $57,418,761 | 1,081,129 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $69,922,193 | 1,190,165 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $75,916,011 | 1,236,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $70,607,946 | 1,114,921 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $62,474,688 | 1,072,711 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $87,597,990 | 1,297,748 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $77,786,638 | 1,112,191 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $58,202,056 | 894,728 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $49,742,905 | 832,796 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $33,676,958 | 570,023 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $28,003,007 | 457,416 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $18,820,913 | 308,489 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $12,902,179 | 210,099 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,466,844 | 162,048 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,858,015 | 167,796 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||