Position in CMS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,755,409
+$337,837 QoQ
Shares Held
88,306
+6.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#180
of 816 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, 2026ARIZONA STATE RETIREMENT SYSTEM holds $322,746,552 across 30 Utilities - Regulated Electric names. CMS ranks #20 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
578,632 | $50,786,530 | |
| 2 | SO |
Southern Co
|
312,805 | $29,938,566 | |
| 3 | DUK |
Duke Energy CORP
|
215,940 | $27,333,685 | |
| 4 | AEP |
American Electric Power Co Inc
|
150,828 | $20,634,778 | |
| 5 | D |
Dominion Energy, Inc
|
243,896 | $16,655,657 | |
| 6 | ETR |
Entergy Corp /De/
|
131,256 | $15,076,064 | |
| 7 | XEL |
Xcel Energy Inc
|
178,955 | $14,370,086 | |
| 8 | EXC |
Exelon Corp
|
283,833 | $13,232,294 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,755,409 | 88,306 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,417,572 | 82,722 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,740,903 | 82,095 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,462,118 | 88,208 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,056,804 | 87,425 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,489,879 | 86,405 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,782,953 | 86,766 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,042,961 | 85,558 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,883,186 | 82,029 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,842,224 | 80,249 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,655,936 | 80,178 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,225,962 | 79,570 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,676,147 | 79,594 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $5,179,489 | 84,384 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,202,052 | 82,142 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,639,398 | 79,660 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,458,725 | 80,870 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,639,961 | 80,640 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,130,038 | 78,863 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,852,047 | 81,233 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,825,004 | 81,669 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,054,139 | 82,557 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $5,008,432 | 82,092 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $5,348,442 | 87,094 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,863,139 | 66,127 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $9,464,448 | 161,097 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||