Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,627,845
+$12,957,216 QoQ
Shares Held
400,364
+75.8% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. CMS ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,627,845 | 400,364 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,670,629 | 227,773 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,836,990 | 26,269 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,022,121 | 27,602 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,605,216 | 23,170 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,322,687 | 17,610 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,144,846 | 17,177 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,181,145 | 16,723 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $991,411 | 16,654 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $982,817 | 16,288 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $893,058 | 15,379 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $944,348 | 17,781 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $973,486 | 16,570 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,107,724 | 18,047 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $984,338 | 15,543 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $912,620 | 15,670 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $863,122 | 12,787 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,256,331 | 17,963 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $1,282,785 | 19,720 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,108,229 | 18,554 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,205,644 | 20,407 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,874,393 | 112,290 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $21,727,673 | 356,133 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $24,182,029 | 393,780 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,499,995 | 385,142 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $17,683,044 | 300,988 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||