Position in CMS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,706,900
-$553,806 QoQ
Shares Held
74,600
-7.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#193
of 816 holders
Holding Since
Jun 2020
16 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, 2026INTACT INVESTMENT MANAGEMENT INC. holds $160,389,654 across 9 Utilities - Regulated Electric names. CMS ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
1,968,235 | $104,355,819 | |
| 2 | NEE |
Nextera Energy Inc
|
135,000 | $11,848,950 | |
| 3 | DUK |
Duke Energy CORP
|
82,200 | $10,404,876 | |
| 4 | FTS |
Fortis Inc.
|
133,800 | $7,657,374 | |
| 5 | EXC |
Exelon Corp
|
140,900 | $6,568,758 | |
| 6 | XEL |
Xcel Energy Inc
|
78,400 | $6,295,520 | |
| 7 | CMS |
Cms Energy Corp
This page
|
74,600 | $5,706,900 | |
| 8 | PCG |
PG&E Corp
|
266,300 | $4,479,166 |
All Filings in CMS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,706,900 | 74,600 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,260,706 | 80,700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,713,281 | 81,700 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,985,342 | 81,700 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,168,288 | 74,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,926,179 | 78,900 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $6,378,405 | 95,700 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,153,164 | 72,960 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $3,117,557 | 58,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,448,625 | 58,700 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,406,096 | 39,200 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,482,536 | 39,200 | Shares | Sole | 2023-02-14 | |
| 2021-03-31 | $4,750,672 | 77,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,775,391 | 29,100 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $700,074 | 11,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $514,096 | 8,800 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||