Siemens Fonds Invest GmbH

Position in CMS — Cms Energy Corp

CIK 1856637 MUNICH, 2M

Position in CMS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,848,860

+$504,160 QoQ

Shares Held

37,240

+23.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#254

of 816 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Siemens Fonds Invest GmbH holds $35,733,735 across 22 Utilities - Regulated Electric names. CMS ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	97,725	$8,577,323
2	XEL	Xcel Energy Inc	44,132	$3,543,799
3	ES	Eversource Energy	44,938	$3,247,669
4	CMS	Cms Energy Corp This page	37,240	$2,848,860
5	DUK	Duke Energy CORP	22,168	$2,806,025
6	SO	Southern Co	28,481	$2,725,916
7	WEC	Wec Energy Group, Inc.	19,740	$2,305,039
8	AEE	Ameren Corp	20,075	$2,269,278

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,848,860	37,240	+23.2%	Shares	Sole	2026-08-14
2026-03-31	$2,344,700	30,223	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$2,095,312	29,963	+630.8%	Shares	Sole	2026-02-17
2025-09-30	$300,366	4,100	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$285,710	4,124	+20.1%	Shares	Sole	2025-08-14
2025-03-31	$257,852	3,433	+6.3%	Shares	Sole	2025-05-15
2024-12-31	$215,212	3,229	0.0%	Shares	Sole	2025-03-04
2024-09-30	$228,064	3,229	-2.8%	Shares	Sole	2024-11-14
2024-03-31	$200,509	3,323	+11.7%	Shares	Sole	2024-05-15
2022-06-30	$200,745	2,974	0.0%	Shares	Sole	2022-08-15
2022-03-31	$208,001	2,974	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.