Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$46,673,109
-$16,163,665 QoQ
Shares Held
610,106
-24.7% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#72
of 814 holders
Holding Since
Mar 2020
26 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, 2026TD Asset Management Inc holds $2,063,560,704 across 28 Utilities - Regulated Electric names. CMS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
9,738,606 | $557,340,421 | |
| 2 | ETR |
Entergy Corp /De/
|
2,645,619 | $303,875,798 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,116,926 | $289,616,646 | |
| 4 | EMA |
Emera Inc
|
5,087,963 | $269,763,798 | |
| 5 | NEE |
Nextera Energy Inc
|
1,311,911 | $115,146,428 | |
| 6 | EXC |
Exelon Corp
|
1,226,339 | $57,171,924 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
692,910 | $56,236,575 | |
| 8 | CMS |
Cms Energy Corp
This page
|
610,106 | $46,673,109 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,673,109 | 610,106 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $62,836,774 | 809,961 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,186,163 | 860,663 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $62,279,277 | 850,113 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,775,231 | 906,109 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $65,177,978 | 867,767 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $37,929,581 | 569,086 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $40,797,300 | 577,620 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $34,770,699 | 584,087 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $35,082,158 | 581,408 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $35,909,675 | 618,386 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,893,368 | 638,173 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $44,624,913 | 759,573 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $49,118,240 | 800,232 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $53,423,731 | 843,577 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $51,566,977 | 885,422 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $61,567,897 | 912,117 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $65,787,802 | 940,632 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $64,258,211 | 987,828 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $64,511,386 | 1,080,050 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $64,284,829 | 1,088,098 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $64,131,500 | 1,047,558 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $46,757,270 | 766,387 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $33,592,498 | 547,020 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $29,221,215 | 500,192 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $13,431,013 | 228,613 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||