Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,248,695
-$19,395,803 QoQ
Shares Held
5,245,081
-3.3% QoQ
Ownership
1.67%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#15
of 815 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. CMS ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
This page
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,248,695 | 5,245,081 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $420,644,498 | 5,422,074 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $393,300,933 | 5,624,209 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $416,145,150 | 5,680,387 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $411,059,922 | 5,933,313 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $467,455,721 | 6,223,615 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $394,461,224 | 5,918,398 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $435,252,428 | 6,162,430 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $368,366,994 | 6,187,922 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $382,227,409 | 6,334,561 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $342,604,985 | 5,899,862 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $333,990,890 | 6,288,663 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $371,740,330 | 6,327,495 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $383,320,615 | 6,245,041 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $376,301,159 | 5,941,910 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $348,922,769 | 5,991,119 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $388,643,669 | 5,757,684 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $156,525,228 | 2,237,993 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $143,712,295 | 2,209,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $145,580,286 | 2,437,306 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $140,324,037 | 2,375,153 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $144,686,305 | 2,363,383 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $136,793,021 | 2,242,141 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $135,859,183 | 2,212,330 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $127,212,353 | 2,177,548 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $174,095,224 | 2,963,323 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||