Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,496,606
-$914,456 QoQ
Shares Held
581,655
-0.6% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#74
of 814 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $542,986,787 across 39 Utilities - Regulated Electric names. CMS ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,623,742 | $230,285,832 | |
| 2 | AEP |
American Electric Power Co Inc
|
428,173 | $58,578,346 | |
| 3 | ETR |
Entergy Corp /De/
|
392,327 | $45,062,677 | |
| 4 | CMS |
Cms Energy Corp
This page
|
581,655 | $44,496,606 | |
| 5 | DUK |
Duke Energy CORP
|
283,366 | $35,868,465 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
390,415 | $31,686,080 | |
| 7 | SO |
Southern Co
|
281,598 | $26,951,742 | |
| 8 | D |
Dominion Energy, Inc
|
191,395 | $13,070,363 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,496,606 | 581,655 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,411,062 | 585,345 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $38,883,106 | 556,029 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $55,363,679 | 755,715 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,659,766 | 153,865 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $40,640,967 | 541,086 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $21,369,121 | 320,617 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $39,978,344 | 566,025 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,160,595 | 86,689 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $4,673,211 | 77,448 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $582,083 | 10,960 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $323,241 | 5,502 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $317,088 | 5,166 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $281,944 | 4,452 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $101,046 | 1,735 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $43,537 | 645 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $45,251 | 647 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,264 | 496 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,566 | 495 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $41,473 | 702 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $31,711 | 518 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $35,446 | 581 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,608 | 531 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $47,904 | 820 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $23,441 | 399 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||