Position in CMS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,183,052
+$7,513,822 QoQ
Shares Held
106,968
+1017.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#168
of 814 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital International, Inc./CA/ holds $189,391,829 across 7 Utilities - Regulated Electric names. CMS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
510,524 | $43,903,605 | |
| 2 | FE |
Firstenergy Corp
|
808,343 | $38,428,626 | |
| 3 | CNP |
Centerpoint Energy Inc
|
868,185 | $38,234,867 | |
| 4 | EXC |
Exelon Corp
|
493,324 | $22,998,764 | |
| 5 | DTE |
Dte Energy Co
|
140,838 | $21,459,486 | |
| 6 | ETR |
Entergy Corp /De/
|
140,897 | $16,183,429 | |
| 7 | CMS |
Cms Energy Corp
This page
|
106,968 | $8,183,052 |
All Filings in CMS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,183,052 | 106,968 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $669,230 | 9,570 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $737,947 | 10,073 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $697,857 | 10,073 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $773,032 | 10,292 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $847,588 | 12,717 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $945,665 | 13,389 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $814,310 | 13,679 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,007,753 | 33,274 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,885,184 | 32,464 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,144,945 | 21,558 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,139,482 | 53,438 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,267,929 | 36,949 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,372,531 | 37,463 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,686,844 | 46,134 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $747,292 | 11,071 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $774,305 | 11,071 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $1,524,967 | 23,443 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,384,541 | 23,180 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,369,474 | 23,180 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,477,299 | 24,131 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $825,648 | 13,533 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $831,061 | 13,533 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $647,994 | 11,092 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $666,225 | 11,340 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||