Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,654,046
+$793,499 QoQ
Shares Held
86,981
+15.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#184
of 815 holders
Holding Since
Mar 2020
21 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, 2026Swiss Life Asset Management Ltd holds $392,320,428 across 31 Utilities - Regulated Electric names. CMS ranks #12 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
1,190,736 | $81,315,360 | |
| 2 | EIX |
Edison International
|
698,286 | $51,987,392 | |
| 3 | NEE |
Nextera Energy Inc
|
454,368 | $39,879,878 | |
| 4 | FE |
Firstenergy Corp
|
606,726 | $28,843,754 | |
| 5 | ES |
Eversource Energy
|
388,873 | $28,103,851 | |
| 6 | SO |
Southern Co
|
250,850 | $24,008,853 | |
| 7 | DUK |
Duke Energy CORP
|
147,934 | $18,725,484 | |
| 8 | ED |
Consolidated Edison Inc
|
137,715 | $15,235,409 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,654,046 | 86,981 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $5,860,547 | 75,542 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,616,008 | 80,309 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,461,679 | 74,552 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $3,185,148 | 45,975 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $3,217,036 | 42,831 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $5,356,727 | 80,371 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $1,252,693 | 17,736 | Shares | Sole | 2025-12-09 | |
| 2024-06-30 | $635,125 | 10,669 | Shares | Defined | 2025-12-09 | |
| 2023-12-31 | $1,168,542 | 20,123 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $600,036 | 11,298 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $2,516,614 | 42,836 | Shares | Sole | 2025-12-09 | |
| 2023-03-31 | $2,288,061 | 37,277 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $382,386 | 6,038 | Shares | Defined | 2025-12-09 | |
| 2022-09-30 | $335,578 | 5,762 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $396,630 | 5,876 | Shares | Defined | 2025-12-09 | |
| 2022-03-31 | $1,508,955 | 21,575 | Shares | Sole | 2025-12-09 | |
| 2021-06-30 | $1,092,625 | 18,494 | Shares | Defined | 2025-12-29 | |
| 2021-03-31 | $405,582 | 6,625 | Shares | Defined | 2025-12-29 | |
| 2020-12-31 | $3,608,314 | 59,143 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $2,788,098 | 47,457 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||