Position in CMS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$125,992,822
+$3,329,923 QoQ
Shares Held
1,646,965
+4.2% QoQ
Ownership
0.525%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#39
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 16%
None 10%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $4,745,910,722 across 38 Utilities - Regulated Electric names. CMS ranks #21 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,997,454 | $438,626,536 | |
| 2 | DUK |
Duke Energy CORP
|
2,146,529 | $271,707,639 | |
| 3 | SO |
Southern Co
|
2,753,892 | $263,575,000 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,855,418 | $253,839,734 | |
| 5 | ETR |
Entergy Corp /De/
|
1,918,551 | $220,364,766 | |
| 6 | D |
Dominion Energy, Inc
|
2,683,787 | $183,275,810 | |
| 7 | EXC |
Exelon Corp
|
3,871,724 | $180,499,769 | |
| 8 | XEL |
Xcel Energy Inc
|
2,126,199 | $170,733,779 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,992,822 | 1,646,965 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $122,662,899 | 1,581,115 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $107,037,653 | 1,530,640 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $109,165,603 | 1,490,112 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $96,162,369 | 1,388,025 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $100,813,916 | 1,342,217 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,175,533 | 1,367,975 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $92,802,238 | 1,313,921 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $76,287,930 | 1,281,504 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $63,228,534 | 1,047,871 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $60,326,076 | 1,038,851 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $54,183,616 | 1,020,215 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $61,980,837 | 1,054,993 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $62,275,593 | 1,014,591 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,697,863 | 1,021,599 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $59,400,080 | 1,019,919 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $69,053,376 | 1,023,013 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $68,723,463 | 982,606 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $60,232,852 | 925,947 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $55,510,792 | 929,362 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $54,995,504 | 930,865 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $56,554,668 | 923,794 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $57,774,212 | 946,963 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $57,543,380 | 937,036 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,717,715 | 919,509 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $54,195,876 | 922,483 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||