Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$203,145,902
-$32,401,950 QoQ
Shares Held
2,655,502
-12.5% QoQ
Ownership
0.847%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#23
of 814 holders
Holding Since
Mar 2020
26 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, 2026FIL Ltd holds $2,957,778,321 across 24 Utilities - Regulated Electric names. CMS ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
17,723,935 | $1,014,340,799 | |
| 2 | EMA |
Emera Inc
|
12,029,504 | $637,804,302 | |
| 3 | NEE |
Nextera Energy Inc
|
5,863,669 | $514,654,225 | |
| 4 | EXC |
Exelon Corp
|
8,230,780 | $383,718,963 | |
| 5 | CMS |
Cms Energy Corp
This page
|
2,655,502 | $203,145,902 | |
| 6 | DUK |
Duke Energy CORP
|
647,251 | $81,929,031 | |
| 7 | AEE |
Ameren Corp
|
302,230 | $34,164,077 | |
| 8 | XEL |
Xcel Energy Inc
|
376,815 | $30,258,244 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,145,902 | 2,655,502 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $235,547,852 | 3,036,193 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $210,663,144 | 3,012,486 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $217,095,167 | 2,963,352 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $205,160,595 | 2,961,325 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $221,333,922 | 2,946,797 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $195,823,297 | 2,938,084 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $208,236,521 | 2,948,273 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $169,870,878 | 2,853,534 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $173,992,742 | 2,883,539 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $167,425,623 | 2,883,169 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $153,336,057 | 2,887,141 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $169,619,533 | 2,887,141 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $174,858,914 | 2,848,793 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $183,265,936 | 2,893,825 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $107,473,998 | 1,845,364 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $144,931,207 | 2,147,129 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $168,771,794 | 2,413,094 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $158,502,716 | 2,436,629 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $164,540,739 | 2,754,742 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $169,190,644 | 2,863,755 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $171,144,795 | 2,795,570 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $112,461,502 | 1,843,329 | Shares | Defined | 2021-03-23 | |
| 2020-09-30 | $171,872,894 | 2,798,777 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $164,290,592 | 2,812,232 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $164,561,393 | 2,801,045 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||