Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$746,259
+$24,377 QoQ
Shares Held
9,775
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#393
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. CMS ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,259 | 9,775 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $721,882 | 9,325 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $594,123 | 8,496 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $683,953 | 9,336 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $614,580 | 8,871 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,728,355 | 23,028 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $3,616,627 | 54,273 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,827,156 | 54,196 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $504,691 | 8,478 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $506,498 | 8,509 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $498,354 | 8,582 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $428,009 | 8,059 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $463,360 | 7,901 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $485,945 | 7,931 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $467,502 | 7,436 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $468,945 | 8,052 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $534,801 | 7,923 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $561,895 | 8,034 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $503,290 | 7,737 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $445,165 | 7,453 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $436,717 | 7,392 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $550,488 | 8,992 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $520,658 | 8,534 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,999,942 | 162,839 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,012,736 | 239,862 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $13,243,366 | 225,419 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||