Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,370,395
-$11,121,848 QoQ
Shares Held
2,475,430
-4.2% QoQ
Ownership
0.789%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#26
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. CMS ranks #21 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,702,600 | $1,465,987,200 | |
| 2 | DUK |
Duke Energy CORP
|
5,958,441 | $754,219,460 | |
| 3 | SO |
Southern Co
|
7,703,017 | $737,255,756 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975,065 | $680,638,641 | |
| 5 | EXC |
Exelon Corp
|
12,929,240 | $602,761,167 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,838,275 | $554,994,397 | |
| 7 | XEL |
Xcel Energy Inc
|
6,270,777 | $503,543,392 | |
| 8 | ED |
Consolidated Edison Inc
|
4,468,517 | $494,352,034 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,370,395 | 2,475,430 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $200,492,243 | 2,584,329 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $185,556,736 | 2,653,464 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $207,738,399 | 2,835,632 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $200,723,142 | 2,897,274 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $225,695,108 | 3,004,861 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $205,763,611 | 3,087,226 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $223,153,153 | 3,159,467 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $199,346,502 | 3,348,673 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $214,023,263 | 3,546,955 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $202,875,034 | 3,493,629 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $177,037,192 | 3,333,406 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $198,505,146 | 3,378,811 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $205,197,145 | 3,343,062 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $213,281,317 | 3,367,777 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $200,956,770 | 3,450,494 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $244,778,152 | 3,626,343 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $257,839,334 | 3,686,579 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $258,952,665 | 3,980,825 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $239,251,620 | 4,005,552 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $232,442,519 | 3,934,369 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $241,267,161 | 3,940,986 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $231,267,067 | 3,790,642 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $228,927,205 | 3,727,849 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $215,764,395 | 3,693,331 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $217,613,759 | 3,704,064 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||