MORGAN STANLEY

Position in CMS — Cms Energy Corp

CIK 895421 NEW YORK, NY

Back to CMS Full portfolio

Position in CMS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$311,378,710

-$54,333,324 QoQ

Shares Held

4,070,310

-13.7% QoQ

Ownership

1.30%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#20

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Common Shares in CMS Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. CMS ranks #22 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	63,514,030	$5,574,626,402
2	AEP	American Electric Power Co Inc	18,980,444	$2,596,714,535
3	DUK	Duke Energy CORP	13,107,459	$1,659,142,151
4	SO	Southern Co	13,593,077	$1,298,538,960
5	ETR	Entergy Corp /De/	9,808,504	$1,126,604,759
6	D	Dominion Energy, Inc	11,169,924	$762,794,100
7	EXC	Exelon Corp	16,111,485	$751,117,419
8	XEL	Xcel Energy Inc	7,894,693	$633,943,843

All Filings in CMS

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,378,710	4,070,310	-13.7%	Shares	Defined	2026-08-13
2026-03-31	$365,712,034	4,713,999	+2.2%	Shares	Defined	2026-05-15
2025-12-31	$322,585,819	4,612,982	-14.7%	Shares	Defined	2026-05-27
2025-09-30	$395,956,737	5,404,815	-13.2%	Shares	Defined	2026-05-27
2025-06-30	$431,246,029	6,224,683	+9.6%	Shares	Defined	2025-08-15
2025-03-31	$426,758,562	5,681,781	-1.8%	Shares	Defined	2025-05-15
2024-12-31	$385,632,360	5,785,932	-3.3%	Shares	Defined	2025-05-15
2024-09-30	$422,490,217	5,981,739	-9.4%	Shares	Defined	2025-05-14
2024-06-30	$393,001,037	6,601,731	+1.8%	Shares	Defined	2025-05-14
2024-03-31	$391,237,855	6,483,889	-2.9%	Shares	Defined	2024-10-17
2023-12-31	$387,846,329	6,678,945	+19.4%	Shares	Defined	2024-08-16
2023-09-30	$297,016,018	5,592,469	-1.3%	Shares	Defined	2023-11-15
2023-06-30	$332,942,646	5,667,109	+22.3%	Shares	Defined	2023-08-14
2023-03-31	$284,364,446	4,632,852	+3.9%	Shares	Defined	2023-05-15
2022-12-31	$282,302,459	4,457,642	+75.0%	Shares	Defined	2023-02-14
2022-09-30	$148,344,437	2,547,123	-14.1%	Shares	Defined	2022-11-14
2022-06-30	$200,057,442	2,963,814	+107.6%	Shares	Defined	2022-10-27
2022-03-31	$99,842,561	1,427,546	-6.2%	Shares	Defined	2022-10-27
2021-12-31	$98,965,764	1,521,380	+50.5%	Shares	Defined	2022-02-14
2021-09-30	$60,371,077	1,010,733	-26.5%	Shares	Defined	2021-11-15
2021-06-30	$81,296,437	1,376,040	+278.0%	Shares	Defined	2021-08-23
2021-03-31	$22,288,055	364,065	-73.1%	Shares	Defined	2021-05-17
2020-12-31	$82,511,689	1,352,429	-11.4%	Shares	Defined	2021-02-16
2020-09-30	$93,686,663	1,525,593	+35.2%	Shares	Defined	2020-11-13
2020-06-30	$65,909,031	1,128,193	+16.6%	Shares	Defined	2020-08-14
2020-03-31	$56,837,449	967,446	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.