Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,702,668
-$22,503,228 QoQ
Shares Held
35,329
-89.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#259
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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,551,887,230 across 26 Utilities - Regulated Electric names. CMS ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,165,403 | $979,987,417 | |
| 2 | ES |
Eversource Energy
|
1,186,578 | $85,753,991 | |
| 3 | DUK |
Duke Energy CORP
|
571,238 | $72,307,305 | |
| 4 | ED |
Consolidated Edison Inc
|
610,473 | $67,536,627 | |
| 5 | SO |
Southern Co
|
542,307 | $51,904,202 | |
| 6 | IDA |
Idacorp Inc
|
331,301 | $50,125,841 | |
| 7 | EXC |
Exelon Corp
|
929,291 | $43,323,545 | |
| 8 | LNT |
Alliant Energy Corp
|
414,526 | $31,624,186 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,702,668 | 35,329 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,205,896 | 324,902 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,615,081 | 323,396 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,919,681 | 326,504 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $22,136,206 | 319,518 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,760,490 | 356,284 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,712,803 | 355,781 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $25,129,658 | 355,793 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,137,377 | 220,685 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,586,922 | 208,600 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,081,114 | 208,044 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,049,216 | 208,044 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,645,659 | 198,224 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,092,227 | 197,006 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,859,379 | 124,102 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,978,664 | 119,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,489,002 | 125,763 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,224,943 | 117,600 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,843,129 | 105,198 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,618,203 | 110,802 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,881,933 | 116,485 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $933,911 | 15,255 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $251,117 | 4,116 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,924,282 | 63,903 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,411,293 | 75,510 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,623,843 | 95,725 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||