Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$109,084,104
+$6,432,809 QoQ
Shares Held
1,425,936
+7.8% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#43
of 814 holders
Holding Since
Jun 2023
13 quarters on record
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. CMS ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in CMS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,084,104 | 1,425,936 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $102,651,295 | 1,323,167 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $92,529,068 | 1,323,167 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $94,737,414 | 1,293,167 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $94,355,826 | 1,361,949 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $106,773,146 | 1,421,557 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $106,572,750 | 1,598,991 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $109,669,461 | 1,552,732 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $92,622,607 | 1,555,898 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $46,113,879 | 764,234 | Shares | Sole | 2025-04-08 | |
| 2023-12-31 | $44,753,910 | 770,689 | Shares | Sole | 2025-04-08 | |
| 2023-09-30 | $30,847,084 | 580,815 | Shares | Sole | 2025-04-08 | |
| 2023-06-30 | $8,790,821 | 149,631 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||