Position in CMS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,214,702
+$621,284 QoQ
Shares Held
198,885
+5.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#123
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. CMS ranks #16 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,214,702 | 198,885 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,593,418 | 188,108 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,108,937 | 187,458 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,038,520 | 191,626 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,151,422 | 189,830 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,937,515 | 212,189 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,801,098 | 222,072 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,776,623 | 223,370 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,866,500 | 232,933 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,237,720 | 252,531 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,465,086 | 266,318 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $13,806,634 | 259,963 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,336,335 | 261,044 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $16,623,668 | 270,832 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,759,061 | 280,421 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $17,103,631 | 293,675 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,682,417 | 321,221 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $17,740,560 | 253,654 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,991,710 | 261,210 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $17,818,892 | 298,324 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,250,047 | 308,904 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $21,231,095 | 346,800 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,595,462 | 485,092 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,057,181 | 391,747 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $23,725,938 | 406,127 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $23,192,501 | 394,766 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||