Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$58,830,412
+$5,214,797 QoQ
Shares Held
769,025
+11.3% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#60
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 Asset Management Co., Ltd. holds $2,751,979,724 across 29 Utilities - Regulated Electric names. CMS ranks #20 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,448,444 | $478,209,929 | |
| 2 | SO |
Southern Co
|
2,766,994 | $264,828,995 | |
| 3 | DUK |
Duke Energy CORP
|
1,931,704 | $244,515,092 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,372,661 | $187,793,751 | |
| 5 | D |
Dominion Energy, Inc
|
2,132,121 | $145,602,543 | |
| 6 | ETR |
Entergy Corp /De/
|
1,114,281 | $127,986,315 | |
| 7 | XEL |
Xcel Energy Inc
|
1,582,019 | $127,036,125 | |
| 8 | EXC |
Exelon Corp
|
2,639,618 | $123,058,991 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,830,412 | 769,025 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $53,615,615 | 691,101 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $44,329,815 | 633,917 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $43,998,271 | 600,577 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $40,970,598 | 591,377 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $40,060,143 | 533,353 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $31,888,292 | 478,444 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,524,520 | 432,175 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $24,041,250 | 403,851 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $21,266,893 | 352,451 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $17,584,815 | 302,821 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $14,482,884 | 272,696 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $15,460,180 | 263,152 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $14,574,681 | 237,450 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $13,873,133 | 219,061 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $10,507,544 | 180,418 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $11,176,650 | 165,580 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $10,821,816 | 154,730 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $9,896,511 | 152,137 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $7,634,569 | 127,818 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $6,680,766 | 113,080 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,832,123 | 95,265 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $5,213,243 | 85,449 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,114,838 | 83,290 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $4,020,814 | 68,826 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $3,369,371 | 57,351 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||