Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$370,568,216
-$150,370 QoQ
Shares Held
4,844,029
+1.4% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 814 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. CMS ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in CMS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,568,216 | 4,844,029 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $370,718,586 | 4,778,533 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $286,227,823 | 4,093,062 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $313,687,010 | 4,281,832 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $277,692,873 | 4,008,269 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $336,762,067 | 4,483,585 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $248,631,957 | 3,730,412 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $261,136,836 | 3,697,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $236,551,858 | 3,973,658 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $222,711,257 | 3,690,939 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $182,879,733 | 3,149,298 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $127,830,882 | 2,406,908 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $146,957,249 | 2,501,400 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $161,739,734 | 2,635,056 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $155,432,968 | 2,454,334 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $213,423,272 | 3,664,548 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $232,912,664 | 3,450,558 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $287,116,356 | 4,105,181 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $247,726,530 | 3,808,248 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $252,592,851 | 4,228,911 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $255,765,530 | 4,329,139 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $121,841,511 | 1,990,224 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $105,947,827 | 1,736,565 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $120,179,307 | 1,956,999 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $146,981,739 | 2,515,949 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $290,228,876 | 4,940,066 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||