UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in CMS — Cms Energy Corp
CIK 861177
NEW YORK, NY
Position in CMS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$243,748,581
+$2,563,692 QoQ
Shares Held
3,186,256
+2.5% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#22
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. CMS ranks #14 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,748,581 | 3,186,256 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $241,184,889 | 3,108,854 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $219,466,838 | 3,138,379 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $249,733,958 | 3,408,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $320,319,260 | 4,623,546 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $255,911,179 | 3,407,152 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $174,894,592 | 2,624,075 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $152,267,114 | 2,155,842 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $127,241,737 | 2,137,439 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $83,950,674 | 1,391,294 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $84,708,795 | 1,458,736 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $80,959,443 | 1,524,373 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $70,408,345 | 1,198,440 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $73,560,244 | 1,198,440 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $74,454,037 | 1,175,652 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $73,005,523 | 1,253,529 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $87,541,488 | 1,296,911 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $97,912,289 | 1,399,947 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $85,788,976 | 1,318,816 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $87,925,482 | 1,472,049 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $72,144,295 | 1,221,129 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $82,279,613 | 1,343,999 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $85,820,871 | 1,406,669 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $108,459,451 | 1,766,153 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $101,055,320 | 1,729,807 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $114,497,403 | 1,948,892 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||