Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,255,318,253
+$26,475,579 QoQ
Shares Held
16,409,389
+3.6% QoQ
Ownership
5.23%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#5
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 15%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $25,234,954,031 across 41 Utilities - Regulated Electric names. CMS ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
116,048,771 | $10,185,600,620 | |
| 2 | SO |
Southern Co
|
32,778,201 | $3,137,201,608 | |
| 3 | ETR |
Entergy Corp /De/
|
24,917,975 | $2,862,078,599 | |
| 4 | XEL |
Xcel Energy Inc
|
21,741,661 | $1,745,855,369 | |
| 5 | CMS |
Cms Energy Corp
This page
|
16,409,389 | $1,255,318,253 | |
| 6 | D |
Dominion Energy, Inc
|
14,884,625 | $1,016,471,032 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,161,378 | $602,694,101 | |
| 8 | PCG |
PG&E Corp
|
32,150,501 | $540,771,417 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,318,253 | 16,409,389 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,228,842,674 | 15,839,684 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,167,851,621 | 16,700,295 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,386,379,924 | 18,924,105 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,442,317,932 | 20,818,677 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,755,651,327 | 23,374,402 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,705,532,635 | 25,589,387 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,908,010,393 | 27,014,164 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,491,530,867 | 25,055,113 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,367,483,238 | 22,662,964 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $1,154,251,169 | 19,876,893 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,121,293,894 | 21,112,670 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,245,100,551 | 21,193,201 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,206,753,807 | 19,660,375 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $1,196,013,201 | 18,885,448 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,046,166,918 | 17,963,031 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,097,062,106 | 16,252,772 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,132,396,925 | 16,190,977 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,039,279,256 | 15,976,622 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $942,977,215 | 15,787,330 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,032,169,541 | 17,470,710 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,311,626,615 | 21,424,806 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,306,817,048 | 21,419,719 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $1,271,181,404 | 20,699,909 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $967,694,987 | 16,564,447 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $972,814,102 | 16,558,538 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||