Position in CMS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$102,047,557
-$1,440,671 QoQ
Shares Held
1,333,955
0.0% QoQ
Ownership
0.425%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#45
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, 2026DekaBank Deutsche Girozentrale holds $498,416,954 across 28 Utilities - Regulated Electric names. CMS ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,158,008 | $189,408,361 | |
| 2 | CMS |
Cms Energy Corp
This page
|
1,333,955 | $102,047,557 | |
| 3 | DUK |
Duke Energy CORP
|
208,291 | $26,365,474 | |
| 4 | ED |
Consolidated Edison Inc
|
199,260 | $22,044,133 | |
| 5 | FTS |
Fortis Inc.
|
377,359 | $21,596,255 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,773 | $18,027,864 | |
| 7 | SO |
Southern Co
|
184,531 | $17,661,462 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
122,847 | $14,344,843 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,047,557 | 1,333,955 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $103,488,228 | 1,333,955 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $93,283,473 | 1,333,955 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $97,725,543 | 1,333,955 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $92,416,402 | 1,333,955 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $100,113,518 | 1,332,892 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $88,908,100 | 1,333,955 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $94,217,241 | 1,333,955 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $79,472,192 | 1,334,994 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $80,426,703 | 1,332,892 | Shares | Defined | 2024-06-04 | |
| 2023-12-31 | $52,950,142 | 911,833 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $3,245,127 | 61,102 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,562,130 | 60,632 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $4,182,003 | 68,133 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $4,359,953 | 68,845 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $3,877,328 | 66,575 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $4,260,465 | 63,118 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $4,535,748 | 64,852 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $4,203,140 | 64,614 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $4,451,796 | 74,532 | Shares | Defined | 2021-10-22 | |
| 2021-06-30 | $7,321,429 | 123,924 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $9,470,243 | 154,692 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $79,606,640 | 1,304,813 | Shares | Defined | 2021-03-12 | |
| 2020-09-30 | $82,136,181 | 1,337,505 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $69,906,657 | 1,196,622 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $71,869,932 | 1,223,318 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||