Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$31,781,312
-$2,975,769 QoQ
Shares Held
415,442
-7.3% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#96
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. CMS ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,781,312 | 415,442 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $34,757,081 | 448,016 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $32,421,854 | 463,633 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $31,666,927 | 432,254 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $31,048,178 | 448,155 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $30,756,943 | 409,492 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $27,387,018 | 410,908 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $28,840,418 | 408,331 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $22,599,730 | 379,636 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $23,085,902 | 382,597 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $21,623,177 | 372,364 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $19,640,874 | 369,815 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $21,168,916 | 360,322 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $23,245,894 | 378,721 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $22,531,989 | 355,787 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,458,527 | 368,450 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $24,666,929 | 365,436 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $32,182,331 | 460,142 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $30,326,179 | 466,198 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $35,268,712 | 590,469 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $34,229,001 | 579,367 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $34,029,564 | 555,857 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $33,862,562 | 555,033 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $37,246,085 | 606,515 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $34,716,493 | 594,257 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $23,946,734 | 407,604 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||