Position in CMS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,635,693
+$937,805 QoQ
Shares Held
175,763
-3.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Epoch Investment Partners, Inc. holds $465,278,574 across 10 Utilities - Regulated Electric names. CMS ranks #7 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
899,618 | $117,921,926 | |
| 2 | ETR |
Entergy Corp /De/
|
858,181 | $96,425,216 | |
| 3 | NEE |
Nextera Energy Inc
|
908,642 | $84,394,668 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
498,231 | $50,196,772 | |
| 5 | DUK |
Duke Energy CORP
|
374,011 | $48,972,999 | |
| 6 | LNT |
Alliant Energy Corp
|
211,449 | $15,173,579 | |
| 7 | CMS |
Cms Energy Corp
This page
|
175,763 | $13,635,693 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
113,463 | $13,135,610 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,635,693 | 175,763 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $12,697,888 | 181,580 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,832,219 | 188,810 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $13,449,671 | 194,135 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,305,990 | 203,781 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,391,500 | 245,934 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $17,668,234 | 250,152 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,548,043 | 261,180 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,187,652 | 268,274 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,921,282 | 274,174 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $16,050,955 | 302,221 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,844,175 | 201,603 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,868,742 | 193,365 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $12,481,898 | 197,093 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $11,049,815 | 189,729 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,827,969 | 190,044 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $13,252,019 | 189,477 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,179,505 | 187,233 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,320,208 | 189,523 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,211,197 | 189,763 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,445,323 | 186,954 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $9,573,993 | 156,925 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,201,613 | 166,123 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,797,860 | 201,949 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,211,304 | 207,852 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||