Position in CMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$930,109,642
+$413,741,511 QoQ
Shares Held
12,158,296
+82.7% QoQ
Ownership
3.88%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#6
of 814 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. CMS ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
This page
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in CMS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,109,642 | 12,158,296 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $516,368,131 | 6,655,944 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,549,926 | 50,764 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,831,057 | 65,944 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,074,552 | 73,247 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,611,392 | 74,709 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,697,308 | 85,481 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,118,746 | 86,631 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,679,101 | 95,399 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,872,771 | 97,328 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,116,000 | 70,880 | Shares | Defined | 2024-02-12 | |
| 2021-06-30 | $362,632 | 6,138 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $228,138 | 3,715 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $474,195 | 8,117 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,072,288 | 35,273 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||