Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,709,239
+$286,190 QoQ
Shares Held
22,343
+21.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#301
of 814 holders
Holding Since
Mar 2020
21 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, 2026WESTPAC BANKING CORP holds $36,251,753 across 17 Utilities - Regulated Electric names. CMS ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
52,202 | $5,775,107 | |
| 2 | ES |
Eversource Energy
|
78,583 | $5,679,192 | |
| 3 | NEE |
Nextera Energy Inc
|
56,126 | $4,926,177 | |
| 4 | DUK |
Duke Energy CORP
|
18,672 | $2,363,501 | |
| 5 | PCG |
PG&E Corp
|
103,022 | $1,732,829 | |
| 6 | EXC |
Exelon Corp
|
36,870 | $1,718,879 | |
| 7 | CMS |
Cms Energy Corp
This page
|
22,343 | $1,709,239 | |
| 8 | EIX |
Edison International
|
22,745 | $1,693,365 |
All Filings in CMS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,239 | 22,343 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,423,049 | 18,343 | Shares | Defined | 2026-05-12 | |
| 2024-12-31 | $833,924 | 12,512 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $975,612 | 13,813 | Shares | Defined | 2024-11-08 | |
| 2024-03-31 | $1,695,433 | 28,098 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $2,109,915 | 36,334 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,180,484 | 41,056 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,658,731 | 45,255 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $4,727,364 | 77,018 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $4,617,389 | 72,910 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $4,140,223 | 71,089 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $4,894,695 | 72,514 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,026,445 | 57,570 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,339,509 | 20,592 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,229,960 | 20,592 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $1,216,575 | 20,592 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,260,642 | 20,592 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,256,317 | 20,592 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,264,554 | 20,592 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,202,984 | 20,592 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,209,780 | 20,592 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||