Position in CMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,115,626
+$197,734 QoQ
Shares Held
432,884
+2.0% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#92
of 814 holders
Holding Since
Dec 2020
23 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, 2026RWC Asset Management LLP holds $270,052,133 across 13 Utilities - Regulated Electric names. CMS ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
1,592,781 | $74,255,450 | |
| 2 | CMS |
Cms Energy Corp
This page
|
432,884 | $33,115,626 | |
| 3 | NEE |
Nextera Energy Inc
|
341,499 | $29,973,367 | |
| 4 | D |
Dominion Energy, Inc
|
419,724 | $28,662,951 | |
| 5 | PCG |
PG&E Corp
|
1,402,347 | $23,587,476 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
285,918 | $23,205,104 | |
| 7 | XEL |
Xcel Energy Inc
|
132,305 | $10,624,091 | |
| 8 | SO |
Southern Co
|
107,737 | $10,311,508 |
All Filings in CMS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,115,626 | 432,884 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,917,892 | 424,309 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $30,755,703 | 439,807 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $32,997,988 | 450,423 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,658,510 | 485,833 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $38,634,706 | 514,375 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,910,904 | 373,757 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,304,821 | 358,273 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $21,526,821 | 361,613 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $21,766,448 | 360,730 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $22,303,409 | 384,078 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $21,607,962 | 406,853 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $23,598,288 | 401,673 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,835,198 | 355,738 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,637,030 | 325,865 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,494,033 | 231,697 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,745,915 | 218,458 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $14,396,029 | 205,834 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,873,627 | 167,158 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,760,897 | 163,417 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $9,323,828 | 157,817 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,890,069 | 79,877 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,565,317 | 74,829 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||