Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,320,704
+$71,428 QoQ
Shares Held
30,336
+4.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#270
of 814 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026KBC Group NV holds $188,234,539 across 30 Utilities - Regulated Electric names. CMS ranks #20 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
448,434 | $32,408,325 | |
| 2 | EIX |
Edison International
|
377,340 | $28,092,963 | |
| 3 | NEE |
Nextera Energy Inc
|
199,384 | $17,499,933 | |
| 4 | PCG |
PG&E Corp
|
961,323 | $16,169,452 | |
| 5 | SO |
Southern Co
|
118,477 | $11,339,433 | |
| 6 | EXC |
Exelon Corp
|
211,917 | $9,879,570 | |
| 7 | DUK |
Duke Energy CORP
|
70,498 | $8,923,636 | |
| 8 | AEP |
American Electric Power Co Inc
|
54,209 | $7,416,333 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,320,704 | 30,336 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $2,249,276 | 28,993 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,896,221 | 27,116 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $2,019,411 | 27,565 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $1,755,693 | 25,342 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,903,437 | 25,342 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $1,689,044 | 25,342 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $1,450,457 | 20,536 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,222,508 | 20,536 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,239,142 | 20,536 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $1,123,770 | 19,352 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $912,695 | 17,185 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $1,175,411 | 20,007 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $1,330,165 | 21,671 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $1,292,691 | 20,412 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $1,188,794 | 20,412 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $1,377,810 | 20,412 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $1,394,813 | 19,943 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $1,200,497 | 18,455 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $1,870,086 | 31,309 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $1,849,735 | 31,309 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $1,916,736 | 31,309 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $1,910,162 | 31,309 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $2,011,668 | 32,758 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $1,941,821 | 33,239 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $1,966,656 | 33,475 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||