Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$494,285,623
+$111,771,462 QoQ
Shares Held
6,461,250
+31.0% QoQ
Ownership
2.06%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#13
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 75%
None 25%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. CMS ranks #9 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,285,623 | 6,461,250 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $382,514,161 | 4,930,577 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $342,549,655 | 4,898,465 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $359,020,297 | 4,900,632 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $330,588,362 | 4,771,772 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $370,342,846 | 4,930,673 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $328,695,736 | 4,931,669 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $355,697,833 | 5,036,073 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $398,806,647 | 6,699,255 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $409,449,738 | 6,785,710 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $386,790,562 | 6,660,764 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $365,007,499 | 6,872,670 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $416,348,263 | 7,086,779 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $420,704,778 | 6,854,102 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $417,739,243 | 6,596,230 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $364,725,900 | 6,262,464 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $313,592,376 | 4,645,813 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $323,885,702 | 4,630,908 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $248,724,007 | 3,823,582 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $210,448,379 | 3,523,328 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $206,399,345 | 3,493,557 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $256,865,955 | 4,195,785 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $243,537,276 | 3,991,760 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $233,943,051 | 3,809,527 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $214,356,123 | 3,669,225 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $205,758,830 | 3,502,278 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||