Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,296,010
-$11,979,110 QoQ
Shares Held
56,157
-73.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#213
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, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. CMS ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,296,010 | 56,157 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $16,275,120 | 209,785 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,954,605 | 142,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,567,828 | 144,251 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,233,185 | 176,576 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,548,041 | 180,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,461,950 | 186,976 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,905,955 | 267,676 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,836,455 | 81,244 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,985,713 | 82,627 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,384,714 | 92,728 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,225,023 | 117,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,953,271 | 84,311 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,559,370 | 90,573 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,614,521 | 88,655 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,353,925 | 109,099 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $9,778,050 | 144,860 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,463,876 | 235,400 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,753,385 | 57,700 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,569,345 | 76,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,332,808 | 242,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,801,762 | 62,100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,819,226 | 62,600 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $5,318,106 | 86,600 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,492,498 | 76,900 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,797,375 | 115,700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||