Position in CMS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$30,256,204
+$209,477 QoQ
Shares Held
395,506
+2.1% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#101
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026M&T Bank Corp holds $358,468,393 across 29 Utilities - Regulated Electric names. CMS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
672,853 | $92,053,009 | |
| 2 | NEE |
Nextera Energy Inc
|
986,064 | $86,546,830 | |
| 3 | DUK |
Duke Energy CORP
|
362,712 | $45,912,077 | |
| 4 | CMS |
Cms Energy Corp
This page
|
395,506 | $30,256,204 | |
| 5 | SO |
Southern Co
|
164,406 | $15,735,292 | |
| 6 | EVRG |
Evergy, Inc.
|
168,337 | $14,549,363 | |
| 7 | D |
Dominion Energy, Inc
|
167,694 | $11,451,818 | |
| 8 | NGG |
National Grid PLC
|
112,638 | $9,334,306 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,256,204 | 395,506 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $30,046,727 | 387,300 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $28,818,565 | 412,106 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $30,553,368 | 417,054 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $30,017,286 | 433,275 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $32,787,083 | 436,521 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $31,722,128 | 475,951 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $34,129,468 | 483,215 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $28,557,607 | 479,718 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $28,321,900 | 469,372 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $25,677,731 | 442,186 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $24,532,508 | 461,919 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $27,118,113 | 461,585 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $28,418,379 | 462,991 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $28,904,628 | 456,413 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $26,364,601 | 452,689 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $31,774,678 | 470,736 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $30,569,650 | 437,084 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $25,644,135 | 394,222 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $9,482,609 | 158,758 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $9,502,362 | 160,839 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,411,466 | 153,732 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $9,216,654 | 151,068 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,976,969 | 146,181 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $8,620,334 | 147,558 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $8,636,013 | 146,996 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||