Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$363,387,316
+$21,059,903 QoQ
Shares Held
4,750,161
+7.7% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#18
of 814 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GQG Partners LLC holds $5,252,009,159 across 10 Utilities - Regulated Electric names. CMS ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,263,074 | $1,404,091,153 | |
| 2 | EXC |
Exelon Corp
|
19,796,580 | $922,916,559 | |
| 3 | XEL |
Xcel Energy Inc
|
11,104,441 | $891,686,612 | |
| 4 | DUK |
Duke Energy CORP
|
6,503,039 | $823,154,676 | |
| 5 | NEE |
Nextera Energy Inc
|
7,420,437 | $651,291,755 | |
| 6 | CMS |
Cms Energy Corp
This page
|
4,750,161 | $363,387,316 | |
| 7 | CNP |
Centerpoint Energy Inc
|
4,009,382 | $176,573,183 | |
| 8 | NGG |
National Grid PLC
|
101,755 | $8,432,436 |
All Filings in CMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,387,316 | 4,750,161 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $342,327,413 | 4,412,573 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $316,078,075 | 4,519,921 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $397,190,738 | 5,421,659 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $380,491,856 | 5,492,088 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,052,664 | 80,584 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,266,832 | 94,026 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $240,407,145 | 3,403,754 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,508,668 | 92,536 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $2,126,630 | 40,042 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,997,963 | 102,093 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,772,242 | 126,625 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,921,897 | 219,831 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,211,411 | 55,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,126,570 | 90,764 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,657,997 | 23,706 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,410,246 | 52,425 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $372,893,468 | 6,091,040 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $196,127,809 | 3,214,683 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,694,058 | 109,006 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $178,176,092 | 3,049,916 | Shares | Sole | 2020-08-19 | |
| 2020-03-31 | $86,936,487 | 1,479,770 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||