Position in CMS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,775,750
+$576,572 QoQ
Shares Held
75,500
+12.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#191
of 814 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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. CMS ranks #19 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,775,750 | 75,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,199,178 | 67,017 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,705,869 | 67,294 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,855,159 | 66,273 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,596,589 | 66,348 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,711,124 | 62,723 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $5,495,892 | 82,459 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $5,795,262 | 82,051 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,914,424 | 99,352 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $5,967,505 | 98,898 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,660,373 | 97,475 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,162,610 | 97,206 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,566,738 | 94,753 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,915,307 | 63,788 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,908,094 | 61,710 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,768,982 | 81,885 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,387,107 | 79,809 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $5,874,470 | 83,993 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,430,007 | 37,356 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,231,273 | 37,356 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $2,206,992 | 37,356 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,709,935 | 27,931 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,603,952 | 26,290 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,318,042 | 21,463 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,114,945 | 19,085 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,615,566 | 27,499 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||