Position in CMS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,075,058
+$7,330,427 QoQ
Shares Held
144,772
+199.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#147
of 814 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LBP AM SA holds $75,086,626 across 10 Utilities - Regulated Electric names. CMS ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
288,013 | $25,278,901 | |
| 2 | EXC |
Exelon Corp
|
294,170 | $13,714,205 | |
| 3 | CMS |
Cms Energy Corp
This page
|
144,772 | $11,075,058 | |
| 4 | EIX |
Edison International
|
84,809 | $6,314,030 | |
| 5 | ED |
Consolidated Edison Inc
|
45,841 | $5,071,389 | |
| 6 | CNP |
Centerpoint Energy Inc
|
114,581 | $5,046,147 | |
| 7 | ES |
Eversource Energy
|
69,409 | $5,016,188 | |
| 8 | XEL |
Xcel Energy Inc
|
25,651 | $2,059,775 |
All Filings in CMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,075,058 | 144,772 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,744,631 | 48,268 | Shares | Sole | 2026-04-27 | |
| 2023-03-31 | $2,979,385 | 48,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,210,387 | 50,693 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||