Gotham Asset Management, LLC

Position in CMS — Cms Energy Corp

CIK 1510387 NEW YORK, NY

Position in CMS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$11,575,674

+$5,035,060 QoQ

Shares Held

151,316

+79.5% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#141

of 814 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. CMS ranks #18 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVRG	Evergy, Inc.	751,305	$64,935,291
2	DUK	Duke Energy CORP	479,341	$60,674,983
3	PNW	Pinnacle West Capital Corp	474,615	$50,783,805
4	LNT	Alliant Energy Corp	642,818	$49,040,585
5	CNP	Centerpoint Energy Inc	1,046,087	$46,069,671
6	WEC	Wec Energy Group, Inc.	301,882	$35,250,761
7	AEE	Ameren Corp	279,323	$31,574,671
8	OGE	Oge Energy Corp.	645,045	$31,387,889

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,575,674	151,316	+79.5%	Shares	Sole	2026-08-14
2026-03-31	$6,540,614	84,308	+131.1%	Shares	Sole	2026-05-15
2025-12-31	$2,551,256	36,483	-29.4%	Shares	Sole	2026-02-17
2025-09-30	$3,786,662	51,688	+27.5%	Shares	Sole	2025-11-14
2025-06-30	$2,808,195	40,534	+232.4%	Shares	Sole	2025-08-14
2025-03-31	$915,816	12,193	+22.5%	Shares	Sole	2025-05-15
2024-12-31	$663,434	9,954	-56.5%	Shares	Sole	2025-02-14
2024-09-30	$1,616,791	22,891	+90.6%	Shares	Sole	2024-11-14
2024-06-30	$714,776	12,007	-55.7%	Shares	Sole	2024-08-14
2021-12-31	$1,761,814	27,084	+161.9%	Shares	Sole	2022-02-14
2021-06-30	$610,946	10,341	+65.2%	Shares	Sole	2021-08-16
2020-06-30	$365,650	6,259	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.