Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$72,057,262
-$559,867 QoQ
Shares Held
941,925
+0.6% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#56
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, 2026AVIVA PLC holds $851,841,151 across 24 Utilities - Regulated Electric names. CMS ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,460,839 | $215,987,839 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
1,749,802 | $142,013,930 | |
| 3 | EXC |
Exelon Corp
|
1,769,213 | $82,480,710 | |
| 4 | FTS |
Fortis Inc.
|
1,342,109 | $76,808,898 | |
| 5 | ETR |
Entergy Corp /De/
|
659,074 | $75,701,239 | |
| 6 | CMS |
Cms Energy Corp
This page
|
941,925 | $72,057,262 | |
| 7 | ED |
Consolidated Edison Inc
|
565,610 | $62,573,434 | |
| 8 | ES |
Eversource Energy
|
627,307 | $45,335,476 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,057,262 | 941,925 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $72,617,129 | 936,029 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $60,355,534 | 863,085 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $59,732,907 | 815,355 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $52,991,371 | 764,887 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $53,758,104 | 715,725 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $41,540,745 | 623,267 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $43,539,934 | 616,451 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $36,985,334 | 621,289 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $31,031,956 | 514,285 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,740,387 | 477,706 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $23,161,908 | 436,112 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $251,567 | 4,282 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $262,829 | 4,282 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $271,179 | 4,282 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $249,383 | 4,282 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,751,907 | 40,769 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,753,889 | 53,673 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $19,528,530 | 300,208 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,674,822 | 329,396 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,465,077 | 92,503 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $5,906,321 | 96,477 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,005,092 | 98,428 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $5,659,852 | 92,165 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,555,917 | 95,103 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,850,560 | 99,584 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||