CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in CMS — Cms Energy Corp
CIK 884546
SAN FRANCISCO, CA
Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$161,449,195
+$1,986,919 QoQ
Shares Held
2,110,447
+2.7% QoQ
Ownership
0.673%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#31
of 814 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. CMS ranks #22 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,449,195 | 2,110,447 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $159,462,276 | 2,055,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $139,041,189 | 1,988,291 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $141,985,279 | 1,938,101 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $133,422,264 | 1,925,841 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $142,922,838 | 1,902,847 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $125,253,412 | 1,879,271 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $128,715,335 | 1,822,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $106,986,899 | 1,797,193 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $104,693,460 | 1,735,059 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $97,579,318 | 1,680,374 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $87,104,223 | 1,640,072 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $94,793,830 | 1,613,512 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $98,370,902 | 1,602,654 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $100,326,372 | 1,584,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $89,761,351 | 1,541,232 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $100,956,240 | 1,495,648 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $104,083,938 | 1,488,189 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $93,510,676 | 1,437,520 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $83,064,420 | 1,390,665 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $80,463,237 | 1,361,937 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $80,850,254 | 1,320,651 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $77,511,313 | 1,270,469 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $77,186,351 | 1,256,902 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $76,515,361 | 1,309,746 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $76,579,920 | 1,303,488 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||