Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,416,884
-$490,423 QoQ
Shares Held
188,456
-1.9% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#126
of 813 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 2%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $281,645,503 across 26 Utilities - Regulated Electric names. CMS ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,665,220 | $146,156,358 | |
| 2 | DUK |
Duke Energy CORP
|
429,881 | $54,414,336 | |
| 3 | CMS |
Cms Energy Corp
This page
|
188,456 | $14,416,884 | |
| 4 | SO |
Southern Co
|
132,245 | $12,657,168 | |
| 5 | AEE |
Ameren Corp
|
107,685 | $12,172,712 | |
| 6 | D |
Dominion Energy, Inc
|
147,961 | $10,104,256 | |
| 7 | AEP |
American Electric Power Co Inc
|
54,306 | $7,429,603 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
29,028 | $3,389,599 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,416,884 | 188,456 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $14,907,307 | 192,154 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $14,067,677 | 201,168 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $15,070,680 | 205,715 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $14,845,456 | 214,282 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $16,640,244 | 221,545 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $15,653,817 | 234,866 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $16,757,743 | 237,261 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $14,590,148 | 245,089 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $15,433,040 | 255,768 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,669,144 | 269,832 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,364,988 | 289,305 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $17,848,014 | 303,796 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $20,075,310 | 327,066 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $22,558,082 | 356,199 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $22,114,484 | 379,713 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $25,953,884 | 384,502 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $27,137,768 | 388,015 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $26,781,799 | 411,711 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $24,993,361 | 418,439 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $25,051,042 | 424,019 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $28,142,527 | 459,695 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $30,862,518 | 505,860 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $42,125,724 | 685,975 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $39,820,532 | 681,625 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $40,172,486 | 683,787 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||