Position in CMS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,252,656
+$1,262,874 QoQ
Shares Held
119,266
+4.4% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026B. Metzler seel. Sohn & Co. AG holds $98,097,503 across 23 Utilities - Regulated Electric names. CMS ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
190,048 | $17,651,657 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
148,845 | $17,231,785 | |
| 3 | EXC |
Exelon Corp
|
208,650 | $10,228,022 | |
| 4 | CMS |
Cms Energy Corp
This page
|
119,266 | $9,252,656 | |
| 5 | AEE |
Ameren Corp
|
56,074 | $6,163,653 | |
| 6 | EVRG |
Evergy, Inc.
|
73,137 | $5,991,382 | |
| 7 | LNT |
Alliant Energy Corp
|
63,141 | $4,530,998 | |
| 8 | ED |
Consolidated Edison Inc
|
30,545 | $3,457,082 |
All Filings in CMS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,252,656 | 119,266 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $7,989,782 | 114,254 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $5,784,609 | 78,960 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,100,323 | 73,619 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,401,954 | 111,862 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,406,214 | 51,106 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,736,597 | 109,537 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $5,427,766 | 91,177 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,131,614 | 85,045 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,788,602 | 65,242 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $361,732 | 6,811 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $400,146 | 6,811 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $337,958 | 5,506 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $348,694 | 5,506 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $320,669 | 5,506 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $371,655 | 5,506 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $385,089 | 5,506 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $358,165 | 5,506 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||