Position in CMS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,920,838
-$890,349 QoQ
Shares Held
25,109
-30.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#286
of 814 holders
Holding Since
Jun 2022
17 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, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. CMS ranks #23 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in CMS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,920,838 | 25,109 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,811,187 | 36,236 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,072,233 | 58,233 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,227,396 | 30,404 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,585,044 | 37,313 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,883,998 | 38,397 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $2,663,600 | 39,964 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $12,124,839 | 171,667 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,259,756 | 239,539 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,481,632 | 74,273 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $638,305 | 10,992 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $2,630,750 | 49,534 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $4,778,901 | 81,343 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $23,087,350 | 376,138 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $22,774,290 | 359,613 | Shares | Defined | 2024-10-18 | |
| 2022-09-30 | $21,338,727 | 366,393 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $14,031,359 | 207,872 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||